To Gift or Not to Gift?

The factors and variables your client should consider.

Bruce Paulson, Will Froelich | Jul 22, 2019

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To gift or not to gift, that is the question.¹ To not gift means keeping the asset or doing something to cause it to be included in an estate for estate tax purposes. Gifting means the opposite: a lifetime transfer that causes future asset appreciation to escape estate tax. While less complex than the famed question posed by Prince Hamlet, families that hold appreciated assets and are (or may be) exposed to estate tax often wrestle with the choice.

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