Preserve Your Legacy

Estate Planning | Elder Law | Special Needs Planning

Recent Posts in Medical Gifts Category

  • Gifting Health Care

    We have highlighted the inheritance planning strategy of gift giving previously, but there is an exemption that is often overlooked that we would like to look at today. To provide some context the purpose of giving gifts from an estate planning perspective is to reduce the value of your estate in an effort to limit or eliminate your heirs’ estate tax exposure. On a personal level, when you give ...
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