Gifting Within Your Family

Gifting can be a powerful estate planning tool, allowing you to transfer your wealth to others during your lifetime. Lifetime gifts have many advantages over gifts you might leave in your Will. You’ll want to figure your own personal desires and the tax implications of making lifetime gifts to fully clarify your estate planning objectives.

Complete the form below to download this free resource on lifetime giving limits and tax advantages.

Your information will be used to send you this document and subscribe you to our mailing list. We will only send you relevant information and you can, of course, unsubscribe at any time. We will never sell your information to any third parties. View our Important Disclosures for more information.