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To Gift or Not to Gift: Risk High = Valuations Low and Discounts High

During these unprecedented times, there are many things that run through our minds. For an estate planner, it’s thinking about…

Maureen JasperApril 20, 2020

Articles Estate and Trust Multimedia Tax Services

Did You Know? “Tuition Gifting” Rule

https://www.youtube.com/watch?v=SPZnRMzXfy8 Each year, an individual can gift up for $15,000 (“annual gift exclusion”) per donee for 2019 and 2020 without…

Brian GeisslerDecember 20, 2019

Articles Estate and Trust Multimedia

Did You Know? “65-Day” Rule

https://youtu.be/fhHa2nS6nQA For estates and trusts, §663(b), otherwise known as the 65-day rule, states that a fiduciary can make a distribution…

WilkinGuttenplanFebruary 28, 2019

Estate and Trust

To Gift or Not to Gift: Risk High = Valuations Low and Discounts High

Did You Know? “Tuition Gifting” Rule

Did You Know? “65-Day” Rule

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