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Independent Thinking Panel: Gifting Before the Estate Tax Exemption Sunset: The Whys, Why Nots, and When
May 23, 2024
Justin Miller, our National Director of Wealth Planning, and Wealth & Fiduciary Advisors Neza Gallitano and Alex Pavelock hosted our latest webinar, Gifting Before the Estate Tax Exemption Sunset: The Whys, Why Nots, and When.
They discussed the practical and financial considerations of gifting and reviewed some of the merits and drawbacks of a range of gifting strategies to help our clients make an informed – and timely – decision.
If you would like to view the recording, please email [email protected].