Christmas is a long way off, but many of your clients should be planning big stocking stuffers in that spirit of giving that only tax law changes can motivate. Substantial gifts will be the optimal planning step for many clients.
Why should your clients be giving away assets now more than ever before? The generous $5 million gift- tax exemption that permits clients to shift large amounts of wealth is only on the books for two years. But there are several other great reasons that many clients should shift significant wealth now. There is also a progression of ways, from simple and inexpensive to more complex and costly, in which they can do so.
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