Must Taxable Gift to Daughter be Reported as a Direct Skip? December 26, 2022 Question: I’m going to make a gift to my daughter (over the current Federal annual gift tax exclusion amount). Is this considered a direct gift Read More »
Can Surviving Spouse Use Gift Exclusion of Deceased Spouse? September 16, 2022 Question: Can Surviving Spouse Use Gift Exclusion of Deceased Spouse? I have bought your book “Get Your Ducks in a Row” and have enjoyed the Read More »