Archive for September, 2015

Gift Taxes and You – A Quick Primer

Posted on:  September 10th, 2015
By:  Diane Morrison

Are you a high wealth individual?  Gifting some of your assets is a proactive way to reduce the size of your estate and perhaps avoid paying estate taxes later.  Here are three things you need to know:

This year, the gift tax exclusion is $14,000.  This means that you can give away up to $14,000 Read More

Last Updated by Diane Morrison September 10, 2015