Jorge Calderon

13 Flips | 2 Magazines | 1 Like | 1 Following | 1 Follower | @jorgecalder | Keep up with Jorge Calderon on Flipboard, a place to see the stories, photos, and updates that matter to you. Flipboard creates a personalized magazine full of everything, from world news to life’s great moments. Download Flipboard for free and search for “Jorge Calderon”

Estate Planning: Your Need-To-Know

Have children or elderly parents? What about savings or a home?<p>If you answered yes to any of these, here’s another question for you: Do you have an estate plan in place?<p>While you may think that estate planning only applies to wealthy individuals with millions in assets who live on, well, estates … …

IRS Raises Limit On Tax-Free Lifetime Gifts

As many estate planners anticipated, the Internal Revenue Service has raised the limit on tax-free transfers during life or at death. Starting in 2014 that amount, known as the <i>basic exclusion</i>, will go up to $5.34 million per person, from $5.25 million this year. Today’s announcement, in Revenue …