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Gifting Strategies


The government does place restrictions on the amount a person can gift each year. Gifting your assets to other individuals can reduce taxes. If you or a loved one wishes to gift money or assets, please give us a call to help you.

Why do I need a gifting strategy?

• Gifts are helpful to those who are participating in certain trusts.
• Reduce the taxes of both the grantor and beneficiary
• Reduce estate value or taxes





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