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Lifetime Gifting: Part of Your Multi-Generation Estate Planning
Would you prefer to transfer more wealth to your family instead of the IRS? Our lead article summarizes the relevant lifetime gifting rules and
considers two common do-it-yourself transfer methods.
Learn more about transferring wealth to your loved ones ...
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As an E Trustee Counselor, I am called to serve those I come across to help them meet their current needs and goals and to encourage them to look to the future with a goal of finishing
well.
If you are reading this message, then you are one of those people whose path is crossing mine. Whether you become a client or not, I hope that you spend a few minutes at this site and that the contents of this site encourage you and uplift you.
If you do become a client, then you can expect:
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- To be treated fairly and honestly;
- To have our relationship held in great esteem (while the transactional nature of my representation is important, I want to get to know you and your family and your needs and desires for life, as well);
- To be fully educated about the subject that you are seeking assistance;
- To be challenged to make intentional decisions to strive for living the rest of your life with the intent to accomplish as much as you can;
- To be held accountable for completing the goals and plans that you have expressed a desire to complete;
- For me to meet or exceed these expectations and more, and
- To give me referrals of your like-minded relatives, friends and neighbors, if I have indeed met or exceeded your expectations.
Rodney A. Halstead
Attorney At Law
17710 Karen Street
Omaha, NE 68135
(402) 991-9917
Toll Free 1-888-EST-PLAN (378-7526)
• www.eTrusteeCounselor.com
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Note: Nothing in this Web site is intended or written to be used, and cannot be used by any person for the purpose of avoiding tax penalties regarding any transactions or matters addressed
herein. You should always seek advice from independent tax advisors regarding the same. [See IRS Circular 230.] Full
Disclaimer...
Please feel free to contact the office if you or a family member is in need legal assistance with Nebraska Probate and Estates, Nebraska Estate Planning and
Asset Protection, Nebraska Trust Planning, Nebraska Tax Planning, Nebraska Business Planning and Succession or Nebraska Fiduciary Services.
Copyright © Rodney A. Halstead. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.
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