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Washington Trust Bank Blog | estate planning

estate planning
29
Nov

0

No “Clawback” of Lifetime Gifts Exceeding the 2017 Estate Tax Exemption Amount

  • Posted by Greg Owens
  • in Financial News
  • tags clawback, estate planning, gift taxes, gifting, IRS, lifetime gift exemption amount, Tax Cuts and Jobs Act, taxes
READ MORE →
20
Sep

0

Family Assistance — Loan or Gift?

  • Posted by Greg Owens
  • in Economic Updates, Financial News
  • tags 709 Gift Tax Return, estate planning, family gifting, Family loan, Financial Planning, Gift Tax, Gifting Limits, Lifetime Transfer Tax Exemption Amount
READ MORE →
31
Jul

0

Estate Planning: Digital Assets

  • Posted by Greg Owens
  • in Financial News, Fraud Prevention, Investment News
  • tags Digital Assets, estate planning, Financial Planning, wealth management
READ MORE →
17
Oct

0

The End of Family Business Discounts from the IRS?

  • Posted by Greg Owens
  • in Financial News, Investment News
  • tags closely held business, estate planning, estate taxes, estate transfer tax, family business, IRS, Tax discount
READ MORE →
14
Apr

0

The Personal Residence Trust for estate transfer

  • Posted by Greg Owens
  • in Economic Updates, Financial News
  • tags estate planning, Financial Planning, inheritance, Personal Residendence Trust, QPRT, real estate transfer tax, wealth management
READ MORE →
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