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Tag Archives: Wills

To Gift Or Devise, That Is The Question!


Tax and Estate Planning is Critical to Avoid Unnecessary Tax Burdens and Consequences

I have clients ask me all the time if it makes sense to give their property to their kids or should they wait to die and let their kids inherit it.  The practical answer from a tax planning perspective is to allow the property to transfer at the time of death.  If you haven’t spent any time planning your estate or your property succession strategy you should sit down and think about how you would like things to pass, and who should be the recipient of the properties.  If you have a substantial estate with multiple properties chances are you already have done this, if not an estate planning or trust attorney can help you through this process.  Planning now can prevent unnecessary taxes or burdens being placed on your loved ones.

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