Charitable Planning

Estate Planning is Still Possible (and Critical) Despite the Tax Uncertainty

Without the support of Senator Joe Manchin, President Biden’s landmark legislation, the Build Back Better Act, did not pass in 2021. However, this is not to say that Congress won’t try to push it through in 2022 by separating the legislation into two bills or further trimming down programs. This takes us into the new […]

The Art of Gifting: Deciding What Strategy is Best for You

In the spirit of #GivingTuesday, we want to discuss some of the important considerations and options as it pertains to gifting. Use It or Lose It — Annual Gift Exclusion The annual gift tax exclusion amount is the amount a person can gift to several recipients without a gift tax consequence. This amount is $15,000 […]

What to Look Out for in Estate Planning

President Biden plans to move forward with his proposed changes to our tax laws. If passed, the legislation will be the first major tax hike since 1993. Recent Tax Law History In 1993, President Bill Clinton signed The Tax Reform Act of 1993 into law which was aimed at reducing the federal deficit through increased taxes and […]

Are Payments of a Loved One's Health Insurance Premiums or School Tuition Subject to Federal Gift or Generation-Skipping Transfer Taxes?

During the holiday season, we receive an influx of questions from clients regarding gifting. Estate planning is an excellent tool for giving to our loved ones and charitable organizations, not only after we're gone, but while we are alive and well. Gifts can take many forms beyond the traditional sense. One such example is the […]

Loans to Family Members: What You Need to Know

Under the right circumstances, an intrafamily loan can be a powerful estate planning tool because it allows you to transfer wealth to your loved ones free of gift taxes — to the extent the loan proceeds achieve a certain level of returns. But an outright gift is a far more effective way to transfer wealth, […]

Christmas in July: Is Now the Time to Make Gifts to Loved Ones?

Changes in the federal transfer tax laws over the last few decades, as well as the economic volatility brought on by a global pandemic, have called into question the wisdom of making large lifetime gifts for estate planning and tax purposes. In today’s economic and tax environments, many remain uncertain about whether making lifetime gifts […]

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