Thoughtful giving can support loved ones, strengthen causes you care about, and become an important part of the legacy you leave. Understanding how gifts fit into your estate plan and what tax considerations may apply can help you give with intention.
Join us for this free webinar as we discuss giving to family and charity, gift tax basics, and when a gift tax return may be required. Learn how planning ahead can help you support the people and causes you care about while creating a legacy that reflects your values.
Ways to give to loved ones during your lifetime.
How charitable gifts can fit into your giving plans.
Gift tax basics to consider before making a gift.
When a gift tax return may be required.
Sign up for our Newsletter
TO RECEIVE UPDATES ON THE LAWLearn More
Visit our dedicated Estate Planning Blog.
After a Dementia Diagnosis
What Should You Do After a Dementia Diagnosis? What Should You Do After a Dementia Diagnosis? Essential Estate Planning Steps for Your Family A dementia diagnosis—whether for you or your spouse—is one of the most emotionally challenging moments a family can face....
What Happens If Your Spouse Remarries
What Happens If Your Spouse Remarries? What Happens If Your Spouse Remarries? How to Protect Your Assets and Keep Them in the Family If you’re married, you probably assume that when one spouse passes away, the surviving spouse will use the assets wisely and eventually...
Can You Pay Your Child to Take Care of You?
Can You Pay Your Child to Take Care of You? Can You Pay Your Child to Take Care of You? Important Estate Planning Considerations As parents age, it’s common for one adult child to step in and provide extra help, driving to appointments, picking up groceries,...