Using Lifetime Exemptions Today

An economic analysis of the risks and rewards to help clients reach a decision that’s right for them

By now, most of our clients are aware of the current historic opportunity to transfer significant wealth to their heirs free of gift taxes. Not since 1932 have U.S. taxpayers been able to transfer assets of this magnitude without a federal transfer tax.1 Still, some who might benefit hesitate to take advantage because there’s a significant risk to consider: If the investments of gifted assets decline, heirs ultimately could receive less than if no gift were made. The time f

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