Web Content Viewer

Gifting Strategies

Gifting strategies provide your clients a way to minimize future estate taxes, while helping to ensure that their assets pass to the people and organizations that mean the most to them. Each individual can transfer a certain amount of assets either during life or at death without paying either gift or estate taxes. With proper planning, even more assets can be removed from the estate by making annual gifts during life.

Important Information

For financial professional use only.


Small Banner Web Content Viewer