Clients often assume gifting is simply a matter of deciding what to give and when. In reality today’s wealth transfer decisions involve changing tax laws, family dynamics, business considerations, and long-term planning objectives. American College professor Steve Parrish provides an informative overview of these issues, helping clients and their advisors better understand the decisions involved and the importance of coordinated professional advice.
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The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028
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