There are very few pieces of good financial or tax information in these economic times. However, if you feel that you have assets that are more than sufficient for your lifestyle and you want to help children and or grandchildren, then these tough economic times offer a real advantage for making gifts to individuals or to trusts. In fact, it is possible to transfer many times the amount of your initial gift if your beneficiary has a long investment horizon. To learn more about this strategy watch the brief video below.
David M. Frees III dfrees@utbf.com 610-933-8069
Category: Estate and Inheritance Tax Planning
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