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Gifting can be done for other reasons during life or as bequests at death. The reasons for doing so could be to accomplish non-tax or tax goals.

May 1, 2019

Lifetime and Charitable Giving: A Generous Spirit is a Good Thing

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Before gifting a holiday property, an individual or couple (who can gift up to $22.8 million against their lifetime estate-tax exclusion through 2025), should find out whether their children want it.

April 26, 2019

Vacation Home: What’s the Best Way to Pass to the Next Generation?

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