Estate Planning and Retirement Planning By Matthew A. Ferri, Esq. Estate planning and retirement planning are often thought of as independent tasks. However, estate planning and retirement planning are intricately linked together. In order to work as you intend, your estate planning and
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Year End Gifting – 2020 Gift Tax By Matthew A. Ferri, Esq. As we continue the holiday season, and are in the spirit of gratitude, let’s consider gifts we give at year end. Some gifts can be given tax-free and knowing the applicable
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With the holidays fast approaching, giving is a topic on many minds, including considering what to gift to loved ones or finding a charity to donate to. Each year the IRS recognizes a gift tax exclusion. This is the amount an individual
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