Estate Tax Vs. Gift Tax

Caller Barbara would like to know how to pay out an account to her children upon her death. Would it count towards the $14,000 gift tax?

Get a Plan

Is it time to rethink your strategy for retirement? Complete this form today to schedule a meeting with a Lucia Capital Group financial advisor and build a personalized retirement plan tailored specifically for your goals and objectives.

Join Discussion

theWealthEd @theWealthEd

Ask a Question

Do you have a question? Every week, our team addresses your financial and retirement concerns. Send us your question by completing the form below.