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SubmitNot spending it? The low-hanging fruit of gifting to family members
Lifetime gifting is a popular subject we often discuss with clients who may find themselves in such a circumstance. But the most frequent question often isn’t around the intention, but how to go about it. There are pros and cons to funding various types of accounts for the next generation, and several other factors. However, the low-hanging fruit of gifting is to start by identifying simple accounts you can fund for kids or grandchildren for their benefit over their lifetime.