Perspectives / Blog

Articles, podcasts, tips & resources from the team at B|O|S.

Subscribe to our quarterly email here.

IRS Clarification of Rules Regarding Large Lifetime Gifts

 December 14, by Judith Gordon

The 2017 Tax Cuts and Jobs Act included a significant increase in the exclusion amount for estates and tax-free lifetime gifts. In 2019, the estate and gift tax exclusion amount will be set at $11.4 million per person and double that for a married co... continue reading
A Guide to Finding an Estate Planning Attorney Who Is Right for You
 November 7, by Judith Gordon
Time for a Review of Your Estate Plan
 April 16, by Judith Gordon
Benevolence in the New Tax Era
 February 21, by Judith Gordon
The Spirit of the Gift | Gift of Making Connections
 December 14, by Judith Gordon
The Spirit of the Gift | Gift of Legacy & Values
 November 30, by Judith Gordon
The Spirit of the Gift | Gift of Time & Knowledge
 November 30, by Judith Gordon
Will the Children Make It On Their Own?
 November 8, by Judith Gordon
Another Chance for Some to Elect Portability
 September 21, by Judith Gordon
Estate Taxes: In Flux Once Again
 February 8, by Judith Gordon
Smoothing the Wealth Transfer Process
 November 29, by Kevin Dorwin, CFP®
B|O|S Book Review: The Nest
 November 7, by Judith Gordon
New Guidance on Portability and QTIP Elections
 October 24, by Judith Gordon
Your Digital Afterlife
 October 13, by Judith Gordon
The Legacy of your Digital Photos
 September 29, by Judith Gordon
SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox