BLOG

You may already be aware of the annual gift tax exclusion that allows you to reduce the size of your taxable estate by making gifts up to $14,000 per year.

A few suggestions to estimate federal estate taxes. It is no substitute for a complete estate and financial plan but, you can estimate your federal estate tax liability by developing your own worksheet.

Because of the generous capital gains exclusion on selling a primary residence, you may find that you do not owe Federal taxes when it comes time to sell your home.