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Estate Planning › Internal Revenue Service › Elder Issues

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Shumaker, Loop & Kendrick, LLP

The Estate Planner - November/December 2019

Shumaker, Loop & Kendrick, LLP on

What’s a clawback ? and should you be worried about it? By temporarily doubling the gift and estate tax exemption amount, the Tax Cuts and Jobs Act created an historic opportunity for affluent families to shelter wealth...more

Chambliss, Bahner & Stophel, P.C.

Can I Give My Kids $15,000 a Year?

Chambliss, Bahner & Stophel, P.C. on

If you have it to give, you certainly can, but there may be consequences should you apply for Medicaid long-term care coverage within five years after each gift. The $15,000 figure is the amount of the current gift tax...more

Chambliss, Bahner & Stophel, P.C.

You Can Give Away More Tax Free in 2018

Chambliss, Bahner & Stophel, P.C. on

After staying the same for five years, the amount you can give away to any one individual in a particular year without reporting the gift will increase in 2018. ...more

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