Gift Tax

  1. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your ...
  2. How Private Split-dollar Life Insurance Works

    Understand how a private split-dollar life insurance plan can help leverage gifts ...
  3. How to Gift Your Way to Lower Estate Taxes

    Estate planning is not just for inheritance. High net-worth individuals, who plan ...
  4. 8 States With Estate Taxes

    Understand the difference between the federal estate tax and state-specific estate ...
  5. Charitable Giving: How to Help Clients Do More

    The use of donor-advised funds is on the rise, but advisors could be doing more to ...
  6. Tip for Estate Planning on the Cheap

    Estate planning is an expensive but necessary process for everyone with assets they’d ...
  1. Why did Berkshire Hathaway create Class B shares?

    Learn why Warren Buffett created Class B shares of its highly priced Berkshire Hathaway ...
  1. How do you file IRS Form 709?

    IRS Form 709 is for reporting gifts subject to gift and generation-skipping transfer taxes. Learn how to file IRS Form 7 ...
  2. What happened to Bernard Baruch's estate after his death?

    Learn what became of financier Bernard Baruch's multimillion dollar estate upon his death in 1965, and learn about his philanthropic ...
  3. What are the differences between a revocable trust and a will?

    Investigate the choice between a revocable trust and a traditional will and how their unique advantages can match asset management ...
  4. Why did Berkshire Hathaway create Class B shares?

    Learn why Warren Buffett created Class B shares of its highly priced Berkshire Hathaway stock and how this information is ...
Hot Definitions
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