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

download pdf