Gifting – LWP Marketing Toolit https://toolkit.lawyerswithpurpose.com Marketing Toolkit for Estate Planning and Elder Law Attorneys Wed, 09 Oct 2024 14:16:31 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.4 https://toolkit.lawyerswithpurpose.com/wp-content/uploads/cropped-lwp-favicon-32x32.png Gifting – LWP Marketing Toolit https://toolkit.lawyerswithpurpose.com 32 32 Considerations when Gifting to Grandchildren https://toolkit.lawyerswithpurpose.com/download/considerations-when-gifting-to-grandchildren/ Wed, 09 Oct 2024 14:16:31 +0000 https://toolkit.lawyerswithpurpose.com/?post_type=wpdmpro&p=456 Many state and federal programs – including Medicaid and Veteran’s Administration benefits – are needs-based programs, wherein making gifts could disqualify you from those programs. So what are some options to consider when giving money to grandchildren, nieces and nephews, or other intended beneficiaries?

]]> Should All Your Children Receive Equal Inheritances? https://toolkit.lawyerswithpurpose.com/download/should-all-your-children-receive-equal-inheritances/ Thu, 22 Dec 2022 16:51:10 +0000 https://toolkit.lawyerswithpurpose.com/?post_type=wpdmpro&p=426 Tis the season of giving and gifting, but should everyone on your list receive the same gift? You weigh different factors, and think about their needs, but what is the right choice?

If you have more than one child, you should be asking yourself the same questions as you build your estate plan. Should you leave each of your children the same amount in your will or trust?

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