Gift Tax

  1. How to Gift Your Way to Lower Estate Taxes

    Estate planning is not just for inheritance. High net-worth individuals, who plan ...
  2. 8 States With Estate Taxes

    Understand the difference between the federal estate tax and state-specific estate ...
  3. 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 ...
  4. Tip for Estate Planning on the Cheap

    Estate planning is an expensive but necessary process for everyone with assets they’d ...
  5. Top 3 Tips to Find an Estate Planning Lawyer

    Having an estate plan is essential. Here are some tips on how to find an estate planning ...
  6. How to Tell if You Need an Estate Planning Lawyer

    Estate planning is an important and often neglected part of financial planning, which ...
  1. Why did Berkshire Hathaway create Class B shares?

    Learn why Warren Buffett created Class B shares of its highly priced Berkshire Hathaway ...
  1. 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 ...
  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. 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 ...
  4. How are savings bonds taxed?

    Learn who is responsible for reporting U.S. EE savings bond interest for taxation and when the interest can be reported for ...
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