In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...

Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the ...

Unless you have given away more than $13 million in your lifetime, a $75,000 gift will not trigger the federal gift tax.

Here’s a quick estate planning tip: one of the easiest ways to reduce the size of your taxable estate is to take advantage of your gift tax ...

She works with individuals in all areas of estate and gift tax planning, from testamentary estate planning and business succession planning to sophisticated lifetime leveraged gifting techniques ...

Almost no long-term care expenses are covered by health insurance. Effective estate and gift tax planning often comes down to one straightforward and effective strategy: give away a significant ...

This is a popular year-end planning strategy ... For 2022, up to $16,000 per year per donor qualifies for the gift tax exemption. However, the 529 allows for a lump-sum contribution that combines ...

The UW Foundation’s Gift Planning staff assists donors in integrating legacy gifts into their financial, tax, and estate planning objectives, maximizing benefits to both donors and the University of ...