Description

A gifting strategy is one of the best ways to enhance your client’s legacy and minimize their exposure to transfer taxes.  Given today’s uncertainty, clients who are able to leverage the largest gift tax exemption in history may be more reluctant than ever to irrevocably give away their assets — even if they know it will benefit their estates in the long run. In this episode, we will explore:

• Advantages of making gifts today given the current market environment
• Ways to leverage some of the lowest AFRs in history to create flexibility and alleviate client concerns
• Insights on a “wait-and-see” strategy that gives clients the power to decide when and if to make a gift
• Underwriting tips for submitting your large cases

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