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.
Choosing the Right Trustee for a Supplemental Needs Trust in Minnesota
Choosing the Right Trustee for a Supplemental Needs Trust in Minnesota Choosing the Right Trustee for a Supplemental Needs Trust in Minnesota When parents create a supplemental needs trust for a child or loved one with disabilities, much of the focus is placed on the...
Why Equal Inheritances May Not Be Fair for a Child With Disabilities
Why Equal Inheritances May Not Be Fair for a Child With Disabilities Why Equal Inheritances May Not Be Fair for a Child With Disabilities Most parents want to treat their children equally when creating an estate plan. It is a natural goal and one that reflects a...
How Asset Ownership Can Affect Benefits for a Child With Disabilities
How Asset Ownership Can Affect Benefits for a Child With Disabilities How Asset Ownership Can Affect Benefits for a Child With Disabilities Many Minnesota families are doing what they believe is right. They want to support a child with disabilities, provide long-term...