In honor of North Texas Giving Day (the nation’s single-largest online community-wide giving event!), we thought our readers would find a review of the gift tax exclusion both timely and helpful.  This will be a two part series.  Part I will lay out the basics – the Annual Gift Tax Exclusion’s general rule and the…

The Gift that Keeps on Giving The Retirement Plan Special Needs Trust is one of the most effective tools that parents of special needs children have in ensuring long term financial security for a child that is not able to provide that for himself.  This uniquely tailored trust addresses two dilemmas in planning for the…

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