December 2014 Posts

  • Year End Estate Planning Tip #4–Make Gifts that Your Family Will Love but the IRS Will Hate

    Don't let the chaos of the holiday season prevent you from avoiding federal gift tax by making 'annual exclusion' gifts, medical payments gifts, and educational gifts....
  • Year End Estate Planning Tip #3–Check the Privacy of Your Estate Plan

    With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is ensuring that their final wishes remain private....
  • Year End Estate Planning Tip #2–Check Your Beneficiary Designations

    With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One of the most overlooked aspects of financial and estate planning is beneficiary designations....
  • Year End Estate Planning Tip #1–Check Your Estate Tax Planning

    With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area that married couples should revisit is their estate tax planning....