A Well-Formulated Gifting Strategy Can Be Crucial to a Successful Wealth Plan

Matthew T. Lee |
Emerald GEMs

Nov. 30, 2021—Gifting assets can help those in need while also providing the donor with potential tax benefits. In fact, a well-planned gifting strategy can reduce certain estate taxes, leaving your beneficiaries with a potentially larger inheritance upon your death. In today’s podcast, Director of Wealth Strategies Matthew Lee explores gifting and the critical role it can play in a successful wealth plan.

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Gifting Assets Under a Biden Administration

Alvina H. Lo |
Emerald GEMs

January 26, 2021, GEM 31 — With the Biden administration and Democrat-controlled Congress now in place, the lifetime gift exemption—currently at an all-time high—could revert to a drastically lower level sooner rather than later. Therefore, now is the time for gifting assets while the higher exemption is still available. In today’s podcast, Chief Wealth Strategist Alvina Lo discusses actionable estate planning strategies, including common roadblocks and how to overcome them.

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