Tag Archives: Gifting

The Election’s Impact on Estate Planning

Posted on October 27, 2016 by Roger Billings

This election raises more issues of policy and personal character than can even be listed in one post. An issue which does not get much coverage in the media is the potential impact of the election on estate planning. Hillary … Continue reading →






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A Vacation Home for the Next Generation

Posted on September 29, 2014 by Roger Billings

Feeling nostalgic about summer vacations? Me, too. One of the most tangible forms of inheritance is a vacation home. Parents often express the wish that their children not sell the cabin in the woods. This is particularly so when it … Continue reading →






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Think Twice Before Giving It All Away

Posted on April 4, 2014 by Roger Billings

Whether assets are inherited at death or given away while you are still alive, the federal estate tax exemption is essentially the same, currently $5,340,000 per person. But the effect of capital gains tax may be the deciding factor. The … Continue reading →






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