Information

Estate Planning is a complex area of law. We have tried to simplify much of it on this website. If you do have any questions, please call us anytime.

We suggest you select the area of primary concern and then quickly visit the various pages associated with that area.

Estate Planning Section of this Website

Gifting Programs

Individuals have many different reasons to have a gifting program. Some wish to use gifting to reduce their tax liability. Others have a very real philanthropic desire to help others. Still others wish to set up a regular program of giving to family members for various reasons.

Gifting to family

Depending on how much and how often a gift is given to a family member, there may be tax consequences.

Please click here to learn more about family gifting.

Gifting to Charities

As a general rule, gifting to charities can result in an income tax and an estate tax deduction.

Please click here to learn more about gifting to charities.

Private Foundations

Setting up a private foundation is a method of giving different amounts to different causes.