gift tax

3 Smart Ways Retirees Can Avoid the Gift Tax

‘Tis the season for giving!  Being generous with your wealth is an impactful way to support what matters most. But you don’t want your generosity to spur a considerable tax bill. Gift giving can be unexpectedly complex, with several essential rules you’ll want to know before buying that next “big” present.  Let’s break down what…
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3 Kind Ways To Financially Support Your Grandchild’s Education

One of the best ways to support your grandchildren is by investing in their education. With rising education costs, it’s never too early to start thinking about your grandchild’s future.  Here are 3 easy ways to give your grandkids the gift of education.  1. Cash Gifts The most straightforward way to fund your grandchild’s education…
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