Tags » Gift Planning

Holiday Help Part 4: Gift Wrapping and Presentation

Hard to believe but we’ve been working on our plan for a calmer holiday season since September.  Are you more in control, more intentional?

Now is NOT the time to panic but rather to look back and see how well you’ve thought through your gifting and budget and consider how you’ve managed time and holiday stress.  909 more words

Local Business

Upstream Gifts to Your Parents. Potentially Significant Income (Estate) Tax Savings

This blog post is about the income tax benefit of you making gifts upwards (or upstream) to your older parents so that the gifted property will be includible in your parents’ estates at their death. 490 more words

Estate Planning