Blog

Forbes Article on Gifting THIS YEAR

There is a great article in the latest Forbes about whether a person should use their current $5.12m gifting exemption this year.  It is unknown if the law will lapse but it is currently written to lapse at year end. I think the Forbes article paints a balance picture that clients should consider.  Obviously you should trust and listen to your estate planning attorney, like me, but also consider other resources like this article in making your decision.  Great article!

Ratings and Reviews

10.0John Bernard Palley
Wealth Counsel Member
2015 Best of the Best Badge