When Should I Use My Estate and Gift Tax Exemption?
When Should I Use My Estate and Gift Tax Exemption? by ACTEC Fellows Jean G. Carter and Larry H. Rocamora The lifetime gift tax exemption amount is $11.58 million in 2020, increasing to $11.7 million in 2021. It is important to know about timing on using the estate...
Who Pays Taxes on a Gift?
Who Pays Taxes on a Gift? by ACTEC Fellows Natalie M. Perry and Robert E. Temmerman, Jr. The significance of the gift tax exemption and estate tax exemption is key when considering making a lifetime gift. ACTEC Fellows Natalie M. Perry and Robert E. Temmerman, Jr....
Estate Planning in the 2020 Election Year
Estate Planning in the 2020 Election Year by ACTEC Fellows Ronald D. Aucutt and Stacy Singer How might the election affect estate planning, taxes and charitable giving? Learn what steps taxpayers may want to consider in 2020 and how to plan for future legislation,...
Transferring Assets to a Minor Child
Transferring Assets to a Minor Child by ACTEC Fellows Jonathan W. Michael and Sandra L. Perkins Find out more about how to transfer assets to minor children, the Uniform Transfers to Minors Act (UTMA), 529 plans, naming a caregiver for a minor child in a Will and more...Subscribe Now
ACTEC Trust & Estate Talk Podcasts
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