Gifting Assets: Underutilized & Misunderstood Strategies

“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 you pass down wealth to ensure that the greatest amount possible gets transferred to your heirs? Click here for underused and often misunderstood strategies for gifting assets and potentially reducing the tax consequences.”

Source: Cresset Capital Management