Articles Tagged with Estate Planning; Estate Law; Gifting

Savings money stackHere are a few easy approaches that can reduce or avoid taxes, and are also effective wealth transfer techniques.

Gifting makes up one of the pillars of estate planning. Strategic gifting can mean all the difference between a plan for family wealth that works and a plan that doesn’t. Forbes recently offered a helpful list of strategies in an article titled “5 Family Gifting Strategies.” This article brings some important techniques front and center.


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