Slide 1(Estate) Planning For Your Family’s Future Shane Kelley, Esq. The Kelley Law Firm, PL 3365 Galt Ocean Drive Fort Lauderdale, FL 33308 (954) 563-1400 Slide 2 Introduction…
Slide 1 Gift Transfer and Taxation Session 4 DePaul University CFP ® Program Slide 2 What is a “Gift?” According to the IRS, a “gift” is any transfer to an individual,…
Slide 1 Slide 2 12 - 1 ©2005 Prentice Hall, Inc. Wealth Transfer Taxes Chapter 12 Slide 3 12 - 2 ©2005 Prentice Hall, Inc. History The U.S. has had an estate tax since…