Tag: 529 Plans

We Want to Draft Your Legacy

When are You Required to File a Gift Tax Return?

May 5, 2022
When do you need to file a gift tax return? The IRS wants to know how much you are gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes.
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Are 529 Plans Part of Your Estate?

June 22, 2021
People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
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