Estate and Gifting New Rules
Being able to leave a legacy or help a child or grandchild with their education is important for many of our clients. Understanding how taxes affect gifts and estate planning before gifting to family can be a key part of estate planning.
To learn how the estate tax and gift tax rules may affect your personal financial plan, we have have attached this guide from Putnam Investments.
We would be happy to help you set the best strategy for you and your family. Please contact us at 407-351-3476 x 105 if you’d like to set a time to meet and further discuss your options.
*For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisors LLC, nor any of its representatives may give legal advice.