Underutilized and Misunderstood Strategies for Gifting Assets

“When it comes to gifting assets to rising generations, many families of wealth are rightfully concerned about the potential tax impact. How and when should they pass down wealth to ensure that the greatest amount possible gets transferred to their heirs? Here are some underused and often misunderstood strategies for gifting assets and potentially reducing the tax consequences.” Click to continue reading.

Source: WealthManagement.com