Portability allows a surviving spouse to apply a deceased spouse’s unused federal gift and estate…
KSDT MarketingJuly 21, 2022
Gift splitting can be a valuable estate planning tool, allowing you and your spouse to…
KSDT MarketingMay 3, 2022
Intrafamily loans allow you to provide financial assistance to loved ones — often at favorable…
KSDT MarketingApril 11, 2022
If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF —…
KSDT MarketingFebruary 14, 2022
Designing an estate plan can be a delicate balancing act. On the one hand, you…
KSDT MarketingJanuary 27, 2022
Hopefully, you already have a sound estate plan in place to protect the interests of…
KSDT MarketingDecember 3, 2021
Events of the last decade have taught us that tax law is anything but certain.…
KSDT MarketingOctober 25, 2021
With most tax planning, there are certain strategies that are generally effective and shouldn’t be…
KSDT MarketingSeptember 9, 2021