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The Importance of Gift Planning as Part of an Estate Plan by Harvey Frutkin

Gift planning is an important factor in a family estate plan. In this Analysis, Harvey Frutkin discusses gift taxes and transfers in general, exclusions, exemptions, and deductions for family gifts, and the economics of family gifts. He writes: [3] Economics of Family Gifts The significance of a...

Ballard Spahr LLP: Windows of Opportunity: Year-End Gift Planning Opportunities for 2012

By the Family Wealth Management Group Although the end of the year is several months away, it is time to think about taking advantage of the generous tax savings that may be available for 2012 only. The 2010 Tax Act made significant changes to the estate, gift, and generation-skipping transfer...

3 Year-End Giving Tips: Use All Your Deductions

The holiday season hits Americans just as the tax year is coming to an end. While most people are distracted with buying gifts for their friends and families, they could be enjoying tax deductions by making smart year-end gifts : Choose a qualified organization. When ready to make your gifts, choose...