Blog
Monthly Archives: September 2022
Sep
23
2022
Many articles have been written about the Gift Tax implications of estate planning gifts. For most individuals, a more important consideration should be the income tax implications of substantial gifts to family, to charities, or mixed gifts that ben ... Continue Reading »
Sep
09
2022
So You Have an Estate Plan. Now What?
By Attorney Stephen Sutton / In Estate Planning
Many of you reading this may have already had an estate plan prepared, and in doing so considered the distributions of your estate to your heirs, asset protection mechanisms, tax saving strategies, and/or probate avoidance. You spent time thinking ab ... Continue Reading »