Now or Later: When’s the Right Time to Transfer Your Wealth? Jennifer McGheeMarch 1, 2021lifetime gifts, estate taxes, gift and estate tax exemption, gift taxComment
Reduce Gift and Estate Tax Exposure by Making Direct Payments of Tuition and Medical Expenses Jennifer McGheeJanuary 21, 2021estate tax, gift tax, exclusion gift, annual exclusionComment
Why It’s Important to Plan for Income Taxes as Part of Your Estate Plan Jennifer McGheeOctober 5, 2020estate plan, estate tax, gift tax, portability, estate exclusion, valuation discountComment
