Estate Planning Blog

Gift Giving The Tax-Free Way

Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you with many opportunities to give gifts to family, friends, and charities tax-free.  Some are straightforward, while others may require the help

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How a Family Loan Impacts Your Estate Plan

Parents always want to do whatever they can to help their children as they leave the nest and venture out on their own.  Parents often want to help their children start a business or buy a home. This allows their children to

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How to Leave an Inheritance to Adult Children

When considering how to leave an inheritance to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn’t necessarily mean they should receive equal shares

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