Next Steps Meeting

Financial Planning with the end in mind. Part 2. 1153

1153

Consider This Program with Jamie Burton and Aaron Rheaume, CKA.
In this segment we will cover:

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Many people think of gifting their assets once they have passed away, but what about when you still live?

Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity.

Talking Points:
2. Gifting to family members in a lower marginal tax bracket
a. Gifting in general for things like Weddings, College, Down payment, etc
i. Bump to $16K in the gift exclusion.

Resources –
• “Gifting Effectively: Don't Forget Taxes and Investments!” Gifting Effectively: Don't Forget Taxes and Investments! – The Financial Enhancement Group (yourlifeafterwork.com)
• “Leaving A Legacy Part 2”, article by Joe Clark, CFP Leaving A Legacy, Part 2. – The Financial Enhancement Group (yourlifeafterwork.com)

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

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Joseph Clark, CFP®

Managing Partner

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