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Herbein + Company, Inc.

Herbein Stands Out

Topic: 2013 Gift Tax Changes

13 Sep
2012
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Jayne Schaeffer Headshot

Advantages to an Annual Gifting Program

One of the top estate planning strategies that may often be overlooked is establishing an annual gifting strategy. This article will review some advantages, upcoming changes, gifting for individuals and other examples. There are numerous advantages to making a lifetime gift, some of which include: Passing future appreciation from your estate to other family members Possible leverage …

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