Estate Planning Techniques for Gifting

May 11, 2022
Bill O’Leary, Esq.
Estate Planning, Gift Tax

Estate Planning Techniques for Gifting Many families routinely gift assets to heirs and some plan to leave assets to heirs above the amount the government allows to pass free of gift or estate tax. When it comes to estate planning…

September 12, 2019
Bill O’Leary, Esq.
Estate Planning

In past generations, families were very close, there were few estates that had any tax liability, and children respected their parents’ wishes, both before and after the parents passed away.

Lifetime Gifting

Estate Planning Techniques for Gifting

What’s Best for You, a Will or a Trust?