Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Family portrait of Attorney Kent Phelps
Estate Planning

Gifting With Purpose

Gifting to your loved ones while you’re alive can be a beautiful gesture – plus, it offers you a unique opportunity to observe and assess how they handle money. What’s more, there’s an important question around this type of gifting – how much can be gifted without paying gift taxes?

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