Financial advisers scramble to complete end-of-year gift strategies

10/21/2012 | Nerd's Eye View blog

Preparations should begin now for clients who want to gift assets before this year's favorable rates and exemptions expire. Advisers need to understand the trade-offs of simply giving cash, using a Family Limited Partnership or gifting with an Intentionally Defective Grantor Trust. Use the free tools Proactive Planning in Preparation for 2013 Toolkit and Forefield Advisor to build your strategies and your clients' strategies. These tools are free until Dec. 31.

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