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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "federal gift tax exemption"
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 Can Surviving Spouse Use Gift Exclusion of Deceased Spouse?
0
By Harry Margolis
In Estate and Gift Taxes
Posted September 16, 2022

Can Surviving Spouse Use Gift Exclusion of Deceased Spouse?

Question: I have bought your book “Get Your Ducks in a Row” and have enjoyed the reading. My question: in the year of passing can a decedent and their spouse gift up to the annual exclusion limit [...]

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 Will an Appraisal by a Related Party Cause an IRS Audit?
0
By Harry Margolis
In Estate and Gift Taxes
Posted June 15, 2018

Will an Appraisal by a Related Party Cause an IRS Audit?

Question: My parents had a gift tax appraisal for a farm in 2013. It was done by the brother-in-law of one of the donees. I read that the appraiser should not be the donor or the donee of the [...]

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This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Read Sample Chapters

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