Posts Categorized: Gifting

Gifts in 2012

Jan 10, 2013 / By: Mary S. Falk, Estate Planning Attorney

Category: 2012 Tax, Estate Planning, Gifting, IRS

Many individuals elected to make gifts in 2012. The intent was to utilize the $5M exemption during their lifetime which is not subject to estate or gift taxes. If you made gifts more than $13,000...

Fiscal Cliff Averted: Now What?

Jan 3, 2013 / By: Serra Falk Goldman, Estate Planning Attorney

Category: 2010 Tax Relief Act, Federal Estate Tax, Fiscal CLiff, Gifting

The maximum estate tax rate was raised from thirty-five percent (35%) to forty percent (40%).

Why Give to Grandchildren?

Jun 27, 2012 / By: Serra Falk Goldman, Estate Planning Attorney

Category: Gifting

I recently went to a dinner party where I knew none of the other guests, aside from my husband. As is standard practice, the small talk began with “What do you do for a living?”...

2010 Tax Relief Act provides gifting opportunity

Feb 17, 2011 / By: Mary S. Falk, Estate Planning Attorney

Category: 2010 Tax Relief Act, Gifting

This is a great opportunity for parents to gift investment property to children for the appreciation of the asset to grow in the children’s estate rather than their own and for same-sex couples to shift...

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Posts Categorized: Gifting

Gifts in 2012

Fiscal Cliff Averted: Now What?

Why Give to Grandchildren?

2010 Tax Relief Act provides gifting opportunity

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