Millions of successful business owners are contemplating the next chapter in their company and personal legacies. This comes just as the generous estate and gift tax exemption limits are on the cusp ...
A while ago I wrote about a financial gift that my parents made to my husband and me shortly after our marriage. While it wasn’t a huge sum of money, it helped us purchase a better first home than we ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Jose Luis Pelaez Inc / Getty Images The term gift splitting refers to an estate planning ...
Gifting money can be a generous and thoughtful gesture, but without proper guidelines, it can lead to misunderstandings and family drama. Essential rules can ensure your monetary gifts are received ...
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Leeatt Rothschild is the founder and CEO of Packed with Purpose, where business gifts make a lasting impression because they give back. Sending your client a gift is more than just a way to say thank ...