Gift Planning

Gift planning plays a significant role in maximizing tax benefits before or at death and, for this among other reasons, is a noteworthy technique utilized by estate planning practitioners.

Gift Planning: One Arrow in your Estate Planning Quiver

Typically, when one thinks of a gift they think of a very simple exchange involving wrapping paper (which in my opinion can actually be pretty complicated) and maybe some cake. However, when considering gift giving as a strategy within an estate plan, the concept of a gift takes on a variety of complications. Though this […]