When is the best time to gift your house to someone? What tax situations will your children run into with a gift from you? What can you gift a child while still alive? Our recent webinar on estate planning for retirees and high net worth individuals answered all of those questions and many, many more. Brad Newman, our lead investment advisor located in Harrisburg, moderated the informational webinar with special guest Vance E. Antonacci, Esquire, Chair, Estate Planning Group at McNees Wallace & Nurrick LLC. Vance shared that every estate plan is a blank slate, so you can account for any variables you want in the plan. When is the best time to gift your house to someone? What tax situations will your children run into with a gift from you? What can you gift a child while still alive? Our recent webinar on estate planning for retirees and high net worth individuals answered all of those questions and many more. Brad Newman, our lead investment advisor in Harrisburg, moderated the informational webinar with special guest Vance E. Antonacci, Esquire, … Continue reading Webinar: Estate Planning Advice for the Retired And High Net Worth