It’s hard to imagine a circumstance where “gifting” could create a problem for you or, worse yet, your recipient, but it happens. Well-intended gifts often inadvertently—and unnecessarily—wreak havoc on the lives of our loved ones.
This series of newsletters is designed to provide you with key insights and a process to ensure a smooth wealth transition through gifting. Our goal is to give you enough information to ensure that you can make informed decisions and have meaningful conversations with your advisors. Day in and day out, Plante Moran Wealth Management specialists are available to look at your unique situation and provide sound recommendations through not only your lens but also through those of the people you cherish the most. After all, every action has an equal and opposite reaction.
2012 Gifting – Life Insurance, SLATs, and Trusts (November 2012)
2012 Gifting – Waiting Will Limit Your Options. The Time for Action Is Now. (October 2012)
2012 Gifting – What You Don’t Know Might Hurt You: Asset Valuation (September 2012)