Tax Efficient Gifting for The Holidays

By |2023-12-14T10:22:36-06:00December 15th, 2023|Blog, Estate Planning, Tips|

Tax efficient gifting is the way to go this holiday season! As the holiday season approaches, many of us think about giving back, especially through gifts from our estate. While it's a season of generosity and gratitude, it's also an ideal time to consider how to make your gifting tax-efficient. This post will guide [...]