Tag: Gift Tax

5 Legal and Financial Moves to Make Before the Year-End

Is It a Bad Idea to Add My Kids to Title of My Home?

Planning on Giving Money this Holiday Season? 5 Things to Consider

How to Plan for Your Client’s Growing Family

The New Tax Laws and Estate Planning Solutions for Your Clients

The Key Issues with Transfer on Death Deeds

How Overlooking Medi-Cal Planning Will Cost You

Inheriting Your Parents’ Home? Do These 3 Things First.

Is it Time to Add Charitable Planning to Your Estate Plan?

Helpful Gifting Strategies for Beneficiaries

How to Build a Care Plan for Disability and Incapacity

Some Food for Thought When Reviewing Your Estate Plan

7 Reasons to Review Your Estate Plan in the New Year

Last Minute Tax Write-Offs You Should Be Aware Of