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
More in: Estate and Wealth Transfer, Taxes