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.
Estate Administration Tax: When Are Taxes Owed After Someone Passes Away
Estate Administration Tax Estate Administration Taxes: When Are Taxes Owed After Someone Passes Away? Understanding tax deadlines after a loved one passes away can feel overwhelming, especially during an already emotional time. Families often assume that taxes stop...
Estate Planning Essentials: Family Loans
Estate Planning Essentials: Family Loans Estate Planning Essentials: Handling Family Loans Without Creating Future Problems Family loans are incredibly common. Parents often help children buy a first home, launch a business, or navigate a financial hardship. But while...
The Tax Loophole That Can Save Families Thousands
The Tax Loophole That Can Save Families Thousands Step-Up in Basis: The Little-Known Tax Loophole That Can Save Families Thousands There is a powerful—but often misunderstood—loophole in the income tax system that can save families an enormous amount of money when a...