Wealth Planning>High Net Worth

Time to Gift Low

Wow! During 2008 we witnessed $4 a gallon gasoline, a mortgage industry meltdown, the Dow Jones Industrial Average fall from approximately 13,000 to 8,000, and the election of a new president; an African American, no less. And amidst all of these historic firsts, we may be experiencing the best of times for gift tax planning from a valuation perspective, because transfers may be accomplished at lower

Radd L. Riebe | Jan 01, 2009

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Wow! During 2008 we witnessed $4 a gallon gasoline, a mortgage industry meltdown, the Dow Jones Industrial Average fall from approximately 13,000 to 8,000, and the election of a new president; an African American, no less. And amidst all of these historic firsts, we may be experiencing the best of times for gift tax planning from a valuation perspective, because transfers may be accomplished at lower values.

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