Don’t Look Back and Wish You’d Seen the Opportunity to Save Taxes for Subsequent Generations through Lifetime Gifting.
Heading into a volatile election season, the risk of higher income and estate taxes in 2021 and beyond is a very real concern for our affluent clients.
https://www.kaiserlg.com/2020/09/08/20-20-in-2020-tax-savings-through-lifetime-gifting/