Dear Clients and Friends,
Estate and Gift taxes are integrated in their computations, they change almost annually and an FAQ for us is: “Ron, how much are the taxes on gifts and at death for me, my Mom…, and how can I avoid or at least minimize them.”
This link is a good to place to start for those of you who may be interested.
If further questions on avoiding these taxes or with estate palnning in general remain – please call us to see if we can be of help.
For example, if you do not have a basic Revocable Living Trust (not a Will) or if you have not made provisions for your children’s successor home if that becomes necessary I can assure you, you will be best served by calling us.
Best,
Ron