Tag: beneficiary

  • Consider All Tax Consequences Before Making Gifts to Loved Ones

    Consider All Tax Consequences Before Making Gifts to Loved Ones

    Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable estate, to help out family members or simply to see their loved ones enjoy the gifts. If you’re considering lifetime gifts, be aware that which assets you give can produce substantially different tax consequences. Multiple…