You are at: Planned Giving
Thank you for visiting our site. I know you will enjoy your trip through the estate planning process. Discover some of the important reasons to provide for & protect your family. Learn about important life decisions involving family, healthcare, finances, and estate planning. This information is provided as a free service and it is updated regularly.
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this...
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TaxReform.Gov Seeks Your Opinion
Senate Finance Committee Chairman Max Baucus (D-MT) and House Ways and Means Chairman Dave Camp (R-MI) have conducted over 50 hearings in preparation for major tax reform. Both are committed to...
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Part Gift and Part Sale
Sue and Jim bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake....
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