Washington Trust Bank Blog | 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

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

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

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

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

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