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.
Read MoreApril 5, 2022 •
Estate Planning 
Your last will and testament is one of the most important legal documents that you will ever make. It allows you to direct where you want your property, guardianship and debts to go after you die, and allows you to appoint an executor to act out your wishes.
Read MoreAugust 26, 2021 •
Estate Planning ![]()
Every estate that holds titled property must be probated if title to that property is not transferred using some other wealth transfer method.
Read MoreJuly 7, 2021 •
Estate Planning ![]()
Probate survives as a procedure originally implemented by the King of England to protect his citizens from themselves and their greed.
Read MoreMay 26, 2021 •
Estate Planning ![]()
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
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