by Christian Salgado | Sep 26, 2025 | Estate Planning
Part 3: Giving During Life vs. At Death Now or Later? Timing Your Charitable Gifts for Maximum Impact Charitable giving is not only about how much we give or to whom, but also about when. Timing plays a critical role in both tax efficiency and the strategic impact of...
by Christian Salgado | Nov 21, 2023 | Estate Planning
ESTATE, GIFT, AND GENERATION SKIPPING TAX EXEMPTIONS The Estate Tax is a federal tax levied on the transfer of wealth when an estate exceeds a predetermined amount in effect the year an individual passes away; is often referred to as the lifetime applicable exclusion...
by Christian Salgado | Apr 1, 2023 | Estate Planning
WHAT IS ESTATE TAX? In the United States, there is a federal estate tax (sometimes called a death tax), which is imposed at a person’s death on the transfer of assets. When an estate’s value at the time of death exceeds a limit set by law, which changes...
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