by ccordell12 | Dec 30, 2013 | Estate Planning, Resources for Retirees, Tax Planning
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...
by ccordell12 | Dec 30, 2013 | Estate Planning, Resources for Retirees
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes. A FEW WORDS ABOUT TRANSFER TAXES The federal government taxes...
by ccordell12 | Dec 30, 2013 | Estate Planning
As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on whether you plan...
