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wealth planning update

Building a legacy

Wealth Planning

OCTOBER 25, 2022

Using annual exclusion gifts to transfer assets

Transferring assets to family members during your lifetime, rather than waiting for them to transfer via will or revocable trust, can offer significant advantages. Carolynn Pfaff, regional director of planning, shares seven annual exclusion gift strategies you should consider.

Click on the image below to watch the video and learn more.