Investor Education | Wrap Up Gifts for 2015

If you are in the spirit this holiday season, you may give generous gifts to family members. At the same time, you can accomplish an estateplanning goal.

Under the annual gift-tax exclusion, you can give gifts valued at up to $14,000 to each recipient in 2015 without paying any gift tax. The maximum amount per recipient is doubled to $28,000 for joint gifts by a married couple. These gifts are removed from your taxable estate, another potential benefit.

Coordinate year-end gift giving with other estate-planning techniques. This could become an important part of your estate plan.

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Investment Consultant Tam Hubert, CFP®, CFA

Investment Assistant Kristi Remus

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