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Tag Archives: Gift and estate tax exclusions

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Lapsed Gifts And Substitute Beneficiaries

By Eric Millhorn |

Despite well laid plans, sometimes a person named in a will dies before the testator (the person who bequeaths his property in the will) and is no longer able to inherit under the terms of the will. When this happens, the testator can change his will to name another beneficiary of the deceased person’s… Read More »

Florida College Savings: A terrific way to give

By Eric Millhorn |

For Florida seniors looking to lower their taxable estate, annual gifts may be just the ticket. Many seniors wonder about this because not too long ago estate taxes were a real threat to upper middle class earnings. This is not as true these days, as the maximum exclusion limits risen significantly. Nevertheless, there are… Read More »

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