As you plan your strategy for 2022, it’s important to consider gifting, including spousal gifts. Your spouse could double your ability to make gifts of “annual exclusions” without being considered to have made a gift for estate tax purposes. Read on to learn more.
Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.
Latest posts by Brandon McGee (see all)
- Complete Asset List is the Starting Point - January 26, 2023
- What is a Lady Bird Deed? - January 25, 2023
- Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount - January 24, 2023
