As the end of the year approaches, it’s a good time to think about your gifting strategy now that the lifetime exclusion amount has been permanently set at $15 million per individual (with an indexing provision to account for inflation). High net worth individuals can capitalize on this new, stable window to establish a multi-generational […]
With the expected gift tax changes looming on the horizon, many clients are looking at ways to restructure estate plans to avoid estate and gift taxes. In this post, we’ll look at a few estate planning gifting strategies to consider: Family Trusts, Gifting Plans, Life Insurance Trusts, Grantor Retained Annuity Trusts (GRATS), and Spousal Limited […]
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