Family Wealth Planning and Gifting

Designing an efficient plan for lifetime gifting can be challenging for individuals who may be subject to federal or state estate tax or who have a complex income tax situation.

What does Family Wealth Planning and Gifting entail?

Making a gift will impact your income taxes, cash flow, annual gifting limitations, potential estate taxes and even the income tax planning of the recipient.

It is important to consider how gifts will impact your overall financial situation and make gifts that are the most tax efficient in nature.

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