gifts Archives - Crawford Ellenbogen

Sep 10, 2021

gift wrapped in $50 & $100 bills with a red ribbon on top

Planning for year-end gifts with the gift tax annual exclusion

By Joan Ellenbogen
Estate, Gifts, Taxes, Uncategorized
0 Comments

As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of your taxable estate, within generous limits, without triggering any estate or

Jul 1, 2021

Daughter teaching Mother and Grandmother a dance.

Members of the sandwich generation find themselves in a unique situation

By Joan Ellenbogen
Estate
0 Comments

The “sandwich generation” is a large segment of the population. These are people who find themselves caring for both their children and their parents at the same time. As a result, estate planning — which traditionally focuses on providing for one’s children — has expanded in many cases to include one’s aging parents as well.

Feb 18, 2020

Determining whether you need to file a gift tax return can be tricky

By Ellenbogen
Estate
0 Comments