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2017 Estate and Gift Tax Exclusion Limits

Beginning in 2017, the lifetime estate and gift tax exclusion (which is indexed for inflation) will rise to $5,490,000 from $5.45 Million during 2016. This is the limit on tax-free transfers during life or at death. This means that couples who have not yet made any lifetime gifts will be … Read more »

Limited Time Offer For Estate Tax Savings

The IRS has released new regulations which substantially reduce or eliminate provisions which have made family limited partnerships such a popular estate planning strategy for wealthy families.   Planning of this sort used minority interests and lack of control provisions to obtain substantial valuation discounts.  These discounts have been commonly … Read more »

Larry Maddox in AARP.org on Gifting to Grandchildren

Larry Maddox, President of Horizon Advisors, contributed to this article titled “Giving Money to Your Grandchildren” that appeared in a recent AARP bulletin. Horizon Wealth Advisors is a Houston based fee-only wealth management firm. Horizon is a fiduciary advisor. We specialize in helping successful individuals and families understand, organize, and … Read more »

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