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 Planning Tips: The Worst Assets to Die With
Estate Planning Tips The Worst Assets to Die With Estate Planning Tips: The Worst Assets to Die With Not all assets are created equal. In fact, some assets that seem harmless—or even enjoyable—during life can become major burdens for your loved ones after you pass...
Probate Estate Administration: Distributing Inheritance Funds
Probate Estate Administration When Can You Distribute Inheritance FundsProbate Estate Administration: When Can You Safely Distribute Inheritance Funds? Serving as a personal representative or trustee after a loved one passes away is an important responsibility — and...