While it can be difficult to broach the topic of estate planning, the holidays are a great time to start the conversation. Make sure you have the appropriate safety measures and documents in order to protect your loved ones. From lady bird deeds to living wills and special needs trusts, we can help you plan for your family’s future.
A primer on the annual gift tax exclusion, how much you can gift before paying taxes, and how the lifetime gift tax exemption affects your estate plan.
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