Incomplete Gifts in Estate Planning
Q: What is an incomplete gift? A: Incomplete gifts are gifts with strings attached. An incomplete gift is a transfer of assets where the person
Klaus Gottlieb
February 9, 2024
The Art of Timing: Navigating Wealth Transfer for Impact and Efficiency
What is better: To Give during Life or at Death? Planning for the transfer of wealth is a nuanced task, involving careful consideration of various
Klaus Gottlieb
August 4, 2023
Education as inflation hedge – Tax and other incentives
As an estate planner, I often hear concerns about inflation. If you scan the web for ideas on how to “beat inflation,” you will not
Klaus Gottlieb
January 2, 2023
Large end-of-year gifts for children and grandchildren
As an estate planning attorney, I often notice that people have some misconceptions about how much money they can give away without incurring gift taxes.
Klaus Gottlieb
December 26, 2022
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