16th Nov 2013

Gifting has become very popular in the past 3 years as an estate planning tool.  The panic leading up to the “fiscal cliff” caused by the uncertainty over Federal tax policy, in combination with generous gift rules in 2011 & … more

NEW LIFETIME GIFTING RULES CAN REALLY HELP FAMILIES

By : | Category : Children, Estate Planning, Estate Taxes, Families, Family Business, Gift Tax, Lifetime Gifts, Orange County, Tax Planning | Comments Off on NEW LIFETIME GIFTING RULES CAN REALLY HELP FAMILIES

14th May 2011

The new law signed by the President in December gives owners of family businesses probably the biggest tax beak to come along in many years. That break is the lifetime gift exemption, now $5 Million, for the next two years … more