- The new estate planning - stillmanbank. com
• the donor may not receive anything of value in exchange for the gift from the Ira If something of value—even as little as $25—is received, the entire exclusion from income is lost •the gift must happen after the donor has reached age 70½, and not merely be made during the year the donor reaches that age (which is the rule for required
- Books of Interest Archives - Stillman Bank
Books of Interest Part 11: 2024 Summer Fall Reading Recommendations For the past few years, we have curated a list of our employees’ favorite reads
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