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Posts Tagged ‘Gifting’

Three Ways To Turn Today’s Down Market To Blessing For Estate Planning!

May 13th, 2009 Neil Jesani No comments

A down market can mean tough times and the loss of value of investments, but it can also present unique opportunities to minimize property transfer (gift and estate) taxes. While owning assets that are losing value might seem like a bad thing, it may actually be a great time to reduce your taxable estate by [...]