Gift Planning Process
Gift planning begins with your desire to want to make a gift—whether a lifetime gift or an estate gift. Gift plans are as unique as the donors who create them. A gift plan can help you decide what assets to give, how to give them, and when to do so.
Gift planning should not to be undertaken lightly. There are many issues to consider, including:
What assets to give
Explore various assets and the benefits associated with the different ways of giving these assets.
Gift Planning officers are here to help you with each step. Give us a call when you are ready. It is our pleasure to help you.
Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
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