Gifting opportunities in 2012

Gifting opportunities in 2012

With major changes to estate and gift tax rules on the horizon in 2013, affluent investors should consider taking action now to plan a financial legacy. Download Putnam’s new investor education piece, Gifting opportunities in 2012, for details on:

  • The federal gift tax rules
  • Rules about lifetime gifts
  • How gifting strategies may skip a generation
  • The risks of a future lower gift tax exemption
  • Cases both for and against gifting while living

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More in: Estate and Wealth Transfer, Taxes