gift tax

Plan Smart, Live More: Test Your Estate Planning IQ! Image
10.21.2025

Plan Smart, Live More: Test Your Estate Planning IQ!

In 2025, what is the total amount of money and property ...

Notable Estate Planning Legislation Image
05.07.2025

Notable Estate Planning Legislation

No matter the time of year, taxes are always a hot topic. Wh...

Spring Cleaning and Planning:  President Trump’s First 100 Days in Office Image
05.06.2025

Spring Cleaning and Planning: President Trump’s First 100 Days in Office

President Trump entered office having won the electoral coll...

Fall Estate Planning Update – Bringing You the Latest News and Information Image
11.18.2024

Fall Estate Planning Update – Bringing You the Latest News and Information

Fall Cleanup Checklist Fall is a time of transition. Depend...

When a Gift May Not Be a Gift Image
03.22.2022

When a Gift May Not Be a Gift

It is better to give than to receive. But if you give a gift...