Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Gifting and the 2018 Gift and Estate Tax Exclusion Numbers December 1, 2017 by Evan H Farr, CELA, CAP Q. Our daughter got married a few months ago and she and her husband found the perfect starter home in Springfield. The owners accepted their offer and my daughter and her husband asked me for $20,000 to help with the down … [Read more...]