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Estate Planning: Gifting Strategies

MacDonald, Jr. H. Leo Leo H. MacDonald, Jr.
Mulchek A. Mark Mark A. Mulchek
Rucker E. Ronald Ronald E. Rucker
Connor P. Brennan Brennan P. Connor
Thomas M. Meg Meg M. Thomas
Williams J. Kevin Kevin J. Williams
Wittenbrink T. Patrick Patrick T. Wittenbrink
Zimmerman D. Brad Brad D. Zimmerman
Gifting Strategies
  • Cash
  • Stock
  • Real Estate
  • Annual Exclusion Gift
  • Roth IRA
  • Direct Payment of College Tuition or Medical Bills
  • Gift Appreciated Assets to Lower Income Tax Brackets
  • State Income Tax Deduction for 529 Plan Contributions
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Related Attorneys

MacDonald, Jr. H. Leo Leo H. MacDonald, Jr.
Mulchek A. Mark Mark A. Mulchek
Rucker E. Ronald Ronald E. Rucker
Connor P. Brennan Brennan P. Connor
Thomas M. Meg Meg M. Thomas
Williams J. Kevin Kevin J. Williams
Wittenbrink T. Patrick Patrick T. Wittenbrink
Zimmerman D. Brad Brad D. Zimmerman