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Tag: Gift Tax Return

How Do You Keep Inheritance Money Separate?

Written by Kevin Quinn on January 22, 2021. Posted in Uncategorized.

“Everything each spouse earns during their marriage is community property. Fortunately, a gift or inheritance is...

Assets, Comingled Funds, Community Property, Estate Planning Attorney, Gift Tax Return, Inheritance, Irrevocable Trust, Medicaid, Unified Credit

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Would an Early Retirement and Early Social Security Be Smart?

Written by Kevin Quinn on May 14, 2020. Posted in Asset Protection, Charitable Giving, Current Affairs, Estate Planning, Giving, IRA Planning, LCPC, LGBT, Miscellaneous, Retirement Planning, Social Security, Tax Planning, Trusts, Web/Tech, Wills.

“For many older adults, claiming Social Security early would be a big mistake. It was a mistake made by many older...

AFR, Applicable Federal Rate, COVID-19, Early Retirement, Estate Planning Attorney, Gift Tax Return, Social Security, Stimulus Package

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