[ FAQs ]
Frequently Ask Questions
Find answers to common questions about our services, process, and how I can help you achieve your goals.
If you have any other questions or need more details, feel free to get in touch. I'm here to help and ensure you're confident before booking your session.
How should people be structuring their gifts?
The simplest form of gifting is to write a check or transfer investments directly to the gift recipient. There are no strings attached and the recipient can do with the gift whatever he or she chooses. However, as the gifts get larger, people should consider making their gifts to trusts. One reason for using trusts is so the donor (the person making the gift) can exercise varying degrees of control over the gift.
What do you mean by “varying degrees of control?”
Are there other benefits of gifting to a trust?
Are there other planning techniques to consider?
What is a “sale to a defective grantor trust?”
Is there a way of continuing to receive income from the assets you gift away?
But what if the person needs the income?
What are the costs for making a gift?
Discussions involving gifting seems to focus on the Federal estate tax laws. Is there any state gift tax consequence?
Are there any other negative consequences to gifting?
Does a person’s basis affect gifting decisions?
[ FAQs ]
Frequently Ask Questions
Find answers to common questions about our services, process, and how I can help you achieve your goals.
If you have any other questions or need more details, feel free to get in touch. I'm here to help and ensure you're confident before booking your session.
How should people be structuring their gifts?
The simplest form of gifting is to write a check or transfer investments directly to the gift recipient. There are no strings attached and the recipient can do with the gift whatever he or she chooses. However, as the gifts get larger, people should consider making their gifts to trusts. One reason for using trusts is so the donor (the person making the gift) can exercise varying degrees of control over the gift.
What do you mean by “varying degrees of control?”
Are there other benefits of gifting to a trust?
Are there other planning techniques to consider?
What is a “sale to a defective grantor trust?”
Is there a way of continuing to receive income from the assets you gift away?
But what if the person needs the income?
What are the costs for making a gift?
Discussions involving gifting seems to focus on the Federal estate tax laws. Is there any state gift tax consequence?
Are there any other negative consequences to gifting?
Does a person’s basis affect gifting decisions?
[ FAQs ]
Frequently Ask Questions
Find answers to common questions about our services, process, and how I can help you achieve your goals.
If you have any other questions or need more details, feel free to get in touch. I'm here to help and ensure you're confident before booking your session.
How should people be structuring their gifts?
The simplest form of gifting is to write a check or transfer investments directly to the gift recipient. There are no strings attached and the recipient can do with the gift whatever he or she chooses. However, as the gifts get larger, people should consider making their gifts to trusts. One reason for using trusts is so the donor (the person making the gift) can exercise varying degrees of control over the gift.
What do you mean by “varying degrees of control?”
Are there other benefits of gifting to a trust?
Are there other planning techniques to consider?
What is a “sale to a defective grantor trust?”
Is there a way of continuing to receive income from the assets you gift away?
But what if the person needs the income?
What are the costs for making a gift?
Discussions involving gifting seems to focus on the Federal estate tax laws. Is there any state gift tax consequence?
Are there any other negative consequences to gifting?
Does a person’s basis affect gifting decisions?
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