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Category Archive for: ‘tax’

  • Six Reasons to Consider Creating a Trust

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    Control Asset Distribution.   Your beneficiaries may not be prepared to manage their inheritance.  You can create a Testamentary Trust and appoint a Trustee who will make distributions to your beneficiaries according to your wishes.  For example, your Trust might stipulate that your Trustee make money …

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  • Add Tax to That Gift!

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    Did you know the U.S. tax code states that all gifts are subject to a tax, unless they fit under one of the IRS’ prescribed exceptions?  Here is a donor’s guide to common exceptions to the gift tax for 2015: 1.    Annual Exclusion.   Gifts …

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