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PETs vs CLTs: What You Should Know About Lifetime Gifts And Inheritance Tax
When it comes to passing on wealth efficiently, lifetime gifting can be one of the most effective tools in your estate planning strategy. But not all gifts are treated equally — and for high-net-worth (HNW) families, understanding the distinction between PETs and CLTs can mean the difference between zero tax and an immediate 20% charge.
Good Taste Or Good Value? A Financial Planner’s Guide To Expensive Wine
Times Money Mentor recently posed the perennial dinner-party question: is a steeply-priced bottle really worth it? Their answer, in short, is “sometimes – but not for the reasons you may think.”
Saving For Your Children: A Guide For Women Building Financial Futures
In today’s modern world, women juggle an increasing number of roles, from being a parent, caregivers, building a career and supporting their partners, all the while thinking ahead to the kind of future they want for their children. One of the most powerful gifts we can give them is a sense of financial security and the freedom to pursue their dreams.