The government does place restrictions on the amount a person can gift each year. Gifting your assets to other individuals can reduce taxes. If you or a loved one wishes to gift money or assets, please give us a call to help you.
Why do I need a gifting strategy?
• Gifts are helpful to those who are participating in certain trusts.
• Reduce the taxes of both the grantor and beneficiary
• Reduce estate value or taxes
Ready to take the next step?