Archive | October, 2011

Need-to-Know Tax Info: Gifts and Estates

October 24, 2011  |   Posted by :   |   Blog   |   Comments Off on Need-to-Know Tax Info: Gifts and Estates

The gift tax is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value, in return. The tax applies whether the donor intends the transfer to be a gift or not. The estate tax is a tax on your right to transfer property at your […]

Read More »

Where should I store my estate planning documents? One option might surprise you!

October 18, 2011  |   Posted by :   |   Blog   |   Comments Off on Where should I store my estate planning documents? One option might surprise you!

Many clients ask, “Where is the best place to keep original estate planning documents?”  The best place is probably in a safe deposit box because it will protect the documents from theft, fire, accidental loss, and most other types of damage or harm. A potential problem, though, is getting it opened after your death. If […]

Read More »