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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: "gifting"
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 How Does Timing Affect Gifts and State Estate Taxes?
0
By Harry Margolis
In Estate and Gift Taxes
Posted April 16, 2019

How Does Timing Affect Gifts and State Estate Taxes?

Question: I have 3 questions about the timing and documentation of gifting: 1. If gift checks were written in 2018, but not cashed until 2019, in what year are they counted? 2. If gift checks [...]

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 How Can I Transfer Fractional Shares of My Real Estate to My Children
0
By Harry Margolis
In Estate and Gift Taxes
Posted July 20, 2018

How Can I Transfer Fractional Shares of My Real Estate to My Children

Question: If I make a gift of $15,000 shares of property I own to each of my children, do I also have to put them on the property title as co-owners of the property? It’s my understanding [...]

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  • Asset Protection (34)
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  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
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  • Irrevocable Trusts (52)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Read Sample Chapters

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