Sentences with phrase «estate gifting potential»

Not exact matches

Potential changes in the tax law next year make it a smart estate - planning strategy to give as a large of a gift now as possible.

Gifts of stocks, bonds, mutual funds, and real property also qualify for a charitable income tax deduction, and help you avoid capital gains taxes and reduce potential estate taxes.

We encourage you to discuss these and other potential avenues for legacy gifts with your financial and / or estate planning advisor.

Not many estates will be subject to the 40 % tax assessed to those estates above this exemption, but this technique nonetheless creates the potential to cover estate taxes potentially assessed on an estate while creating a gift outside of the estate that the same beneficiaries can realize if they are named as beneficiaries of the ILIT.

However, courts may award one spouse more of the marital estate, depending on the contribution each spouse made to the property's acquisition, if the property was acquired before marriage or through gift or inheritance, the economic circumstances of each spouse (if one spouse squandered community assets during marriage), and the current income and earning potential of each spouse.

«Make your gift client - centered, not agent - centered,» says sales coach Liz Wendling, who works with real estate companies on maximizing their business potential.