Tag Archives: estate value

Lifetime Gifts: Is Massive Gifting Before The End Of 2012 A Good Estate Planning Strategy?

Some estate planners have urged their clients to make large lifetime (inter vivos) gifts to their heirs in 2012, when the current federal gift tax exemption is $5.12M, and the federal gift tax rate is 35%. We don’t know what … Continue reading

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Answers About Estate Planning

1. What is estate planning? Estate planning is a process. It involves people—your family, other individuals and, in many cases, charitable organizations of your choice. It also involves your assets (your property) and the various forms of ownership and title … Continue reading

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