Understanding Gifting Rules, Tax Implications, and Wealth Transfer Planning
Gifting plays a crucial role in wealth transfer planning, allowing individuals to support loved ones, fund education, and optimize their estate plans. As a financial advisor, understanding and discussing gifting strategies with your clients is essential, particularly with the potential tax law changes set to take effect at the end of 2025. The Tax Cuts […]
7 min read
Apr 28, 2025