Tag: Estate Tax


While many individuals are diligent in managing their assets during their lifetime, they may overlook the significance of planning for the distribution of their wealth after they’re gone. The intersection of estate planning and taxes is an area that demands careful consideration. In this blog, we delve into the importance of estate planning and how […]
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 gift tax exemptions before you give to loved ones and charities can be beneficial. Each year the IRS recognizes a […]
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