Wealth Planning News

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Outright or Trust Gifts?

Vol. III, No. 3 Outright gifts can cause future problems. Potential to diminish incentive for loved ones to earn a living, and risk that the gift may be lost in a lawsuit or divorce are some of the big reasons it's better to gift in a protected manner. Gifting trusts of various kinds can ensure your beneficiaries receive in the ways in which you intend. Our newsletter may assist you with figuring out your own goals when making gifts.

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