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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: "taxable gifts"
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 How are Pre-2026 Taxable Gifts Grandfathered?
0
By Harry Margolis
In Estate and Gift Taxes
Posted January 3, 2022

How are Pre-2026 Taxable Gifts Grandfathered?

Question: In anticipation of either the current Biden proposal or 2026 change to reduce the estate tax exemption to $6 million per spouse, do gifts made PRIOR TO THE CHANGE go against the revised [...]

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 Can I Serve as Trustee and Still Exclude Trust Assets from My Taxable Estate?
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By Harry Margolis
In Estate and Gift Taxes, Irrevocable Trusts
Posted November 1, 2021

Can I Serve as Trustee and Still Exclude Trust Assets from My Taxable Estate?

Question: I am creating irrevocable trusts for my children and grandchildren about which I have several questions: To exclude assets from my taxable estate can I be the trustee during my [...]

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 How Does Timing Affect Gifts and State Estate Taxes?
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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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 You’re Only Allowed to Give Away $16,000 a Year to Each Recipient, Right?
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By Harry Margolis
In Estate and Gift Taxes
Posted April 14, 2017

You’re Only Allowed to Give Away $16,000 a Year to Each Recipient, Right?

So, you’re only allowed to give away $16,000 a year to each recipient, right? No, wrong. But it might nevertheless be a good rule of thumb. Like many of our clients, you may be under the [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

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