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Tag Archives: gift tax


Year-End Annual Exclusion Gifting: Basics and Benefits

By Jeffrey R. Gottlieb |

Is it better to give than to receive? If you’re trying to reduce your estate tax exposure, it sure is. But before you start giving, you need to know the basic gift tax rules of the road. If your estate will be subject to estate tax under the current applicable estate tax exemptions, even… Read More »

estate tax

2013 Estate Tax Essentials

By Jeffrey R. Gottlieb |

Estate taxes underwent some major changes at the beginning of 2013. Thankfully, we now have more clarity and permanence than we had over the past decade. We provided a 2013 Estate Tax Update to our clients on our website and by newsletter early in the year. But I think reminders and summaries can be… Read More »