before your next trip

Unusual To-Do’s Before Your Next Trip

Guest Post By Shreya Lay — Estate Planning Attorney I had been accepted to speak at a conference in Norway.  Last minute (awfully routed) ticket – check; connecting with friends of friends for a free place to stay (and some local guides) – check; conference sign-up and presentation – check, check! Bergen is beautiful.  April[…]

financial checklist for newlyweds

Financial Checklist for Newlyweds

Of the many exciting and potentially stressful items on the to-do list prior to or after getting married, is to organize joint finances. Hopefully, conversations around finances have already been had prior to getting married so that each spouse has a good idea of the other’s financial situation. Having these conversations are extremely important because[…]

who pays gift taxes

Who Pays Gift Taxes? And Gifting Strategies for Millennials

The annual gift tax exclusion in 2018 allows up to $15,000 to be transferred tax-free. Meaning cash gifts received or made, from anyone, over that limit are taxed. If you’ve ever received a generous gift from someone, you might be wondering who pays gift taxes? How does the gift tax work? And why is there a[…]