As you plan your strategy for 2022, it’s important to consider gifting, including spousal gifts. Your spouse could double your ability to make gifts of “annual exclusions” without being considered to have made a gift for estate tax purposes. Read on to learn more.
Juliana R. O'Neill has spent her entire career helping Virginia and DC families. She began her practice by litigating family law cases of all kinds, from divorce to custody. Her background as a family law attorney has led her to be particularly sensitive to her estate planning clients' concerns when it comes to personal, family issues. Her primary focus is to protect her clients from the consequences she saw in her family law cases.
Latest posts by Juliana O'Neill (see all)
- How Estate Planning for a Family May Trap the Unwary Practitioner - March 1, 2022
- Double Your Gifting with Spousal Gift-Splitting - February 7, 2022
- Dangers of Do-It-Yourself Estate Planning - August 1, 2021
