Lifetime Gifting: A Process to Determine Suitability

Knight, James T.
February 2001
Journal of Financial Planning;Feb2001, Vol. 14 Issue 2, p110
Academic Journal
Summarizes the rationale for making lifetime gifts and how this technique works. Advantages from choosing a lifetime gift; Process of lifetime gift analysis; Factors to consider in making a lifetime gift; Sample case using the lifetime gift analysis process which illustrates the power of lifetime gifting.


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