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Tag: estate tax

What You Need To Know About Financial Gifts To Loved Ones

Posted on January 20, 2023January 27, 2023 by Henry

The reasons for giving are many, and the rules are just as numerous. Giving the ideal present offers happiness, and financial gifts may jumpstart the savings of a loved one or lessen the amount of your estate—or both. Include a successful gift strategy as part of your overall financial plan to minimize unforeseen repercussions of financial contributions.

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