Helping Seniors & Families
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‘Tis the Season for Gifting

2016 Estate and Gift Tax At this time of year, we think about gifting for the holiday season. While gift-giving is considered an act of kindness, it can also be an important estate planning tool.

You may wish to give away assets during your life so they are not included in your estate and subject to tax upon your death. However, you need to consider the tax laws that may apply.

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