Boyes, Farina & Matwiczyk

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Monthly Archives:December 2018

New Year’s Resolution – Review Your Finances and Estate Plan

December 30, 2018

While the holiday season may be the busiest time of year, it’s a great time to take a look at your financial and estate planning.

As the year comes to an end, consider making gifts to lower your tax liability, and start planning for any gifts you might want to make during the next calendar year. In 2018, individuals can give up to $15,000 to each recipient, with no limit on the number of gifts. Married couples can combine their gifts, allowing them to give up to $30,000 to each individual….