Wealth Management & Financial Planning

Wealth Management & Financial Planning

Should I gift to my heirs today? Or wait until I pass?

February 17, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF.

Critical Element Of The Week:​​
Should I gift to my heirs today? Or wait until I pass? – Legacy Planning

#TaxPlanning #Taxes #financialenhancementgroup #investmentplaybook

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#taxplanning #lifeplanning #retirement #riskmanagement #legacyplanning

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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