Understanding the 2024 Gift Tax Exclusions and Strategies for Wealth Transfer

March 8, 2024

The current landscape of gift tax and generation-skipping transfer (GST) tax exclusions in 2024 offers a window of opportunity for strategic estate planning. Proactive planning, tailored to both federal and state-specific laws, is key to maximizing wealth transfer under these favorable conditions.

Can Grandparents Give Money to Grandchildren for College?

January 26, 2024

As the cost of college tuition skyrockets, parents and grandparents can take advantage of tax-efficient 529 plans and higher limits on gift and estate taxes.

How Do Gifting Strategies Minimize Estate Taxes?

December 29, 2023

Beyond being an act of generosity, gifting ensures that a significant portion of your wealth is preserved rather than diminished by taxes.

High Interest Rates Have an Impact on Estate Planning

January 17, 2023

When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.

Estate Planning Blog Articles

Estate & Business Planning Law Firm Serving the Providence & Cranston, RI Areas

Understanding the 2024 Gift Tax Exclusions and Strategies for Wealth Transfer

Can Grandparents Give Money to Grandchildren for College?

How Do Gifting Strategies Minimize Estate Taxes?

High Interest Rates Have an Impact on Estate Planning

Recent Posts

Understanding the 2024 Gift Tax Exclusions and Strategies for Wealth Transfer

Can Grandparents Give Money to Grandchildren for College?

How Do Gifting Strategies Minimize Estate Taxes?

High Interest Rates Have an Impact on Estate Planning

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