The topic of gifting assets will undoubtedly come up over the course of providing estate planning advice to clients -- whether the reasons are primarily tax-driven or simply to help out loved ones.
While gifting can have significant benefits, not every client will be in favor of it, no matter how many good reasons exist to make it part of their financial plan. Here are four key questions you can ask your clients to help them determine whether gifting is right for them.
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