Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care.
- Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount - November 24, 2022
- Split Things Fairly – Not Exactly - November 21, 2022
- How to Leave Behind a Lasting Legacy for Your Loved Ones - November 18, 2022