article_search

Search Articles:

Product Finder

Search for products that match of these criteria:

 + Add row
Price:

Are you in a giving mood? – Making lifetime gifts still an effective estate planning strategy

$225.00

SKU: TREas102. Category: .

Description

Abstract: It’s an odd year for estate planning, with estate tax legislation up in the air as of midyear. Although this has given rise to much estate planning uncertainty, making lifetime gifts is still an effective strategy. Lower asset values can make this a good time to transfer assets and remove future appreciation from one’s taxable estate. It’s also important to consider income taxes, as well as gift and estate taxes, and to ask whether gifting through a grantor retained annuity trust (GRAT) or charitable lead annuity trust (CLAT) might be beneficial.

Additional information

Year

Niche

Newsletter

Issue

Word Count