One of the greatest achievements in life is the ability to give to others. What makes it even better is when you can receive a tax break by doing so. Distributing one’s wealth in the most tax-advantageous way during life, as well as at one’s death, is a key financial planning consideration. Following is an examination of advantages and some guideposts for gifting effectively.
116 Intracoastal Pointe Dr.
Suite 400
Jupiter, FL 33477
Inlet Private Wealth®, LLC is a
registered investment advisor
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