asset gifting

Less Now or More Later? Taxes, That is…

In 2021, you can give away more… The amount you can give away (gift exemption) without owing any federal gift tax is the highest it has ever been – $11,700,000. However, President Biden campaigned on raising taxes and has proposed to tax the transfer of property as low as $3,500,000 at a rate of 45%. […]

Is It Possible to Access Trust Assets Without Estate Inclusion?

Most estate planning strategies for gift tax exemption require no-strings-attached gifting. In an effort to minimize their death tax exposure, many high-net worth couples look for opportunities to transfer assets during their lifetime. However, even those high net worth families can be reluctant to lose all access to those assets, for fear of changing circumstances […]

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