Documents (Estate) Planning For Your Family’s Future Shane Kelley, Esq. The Kelley Law Firm, PL 3365 Galt...

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…

Documents Gift Transfer and Taxation Session 4 DePaul University CFP ® Program.

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,…

Documents 12 - 1 ©2005 Prentice Hall, Inc. Wealth Transfer Taxes Chapter 12.

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…