Gift giving

Preserve your assets with tax strategies for gift giving

Family and charitable gift giving is an important part of your financial plan. Make sure that your gifting is properly implemented to protect your assets. For nearly five decades, Crowe private client tax specialists have been providing individuals and families with expertise on tax-efficient gifting strategies to achieve their unique personal goals and financial objectives.

Explore all the gifting options to best achieve your goals

Crowe private client tax specialists help high-net-worth and high-income clients develop and execute a wide variety of gifting strategies. Crowe can help you:

Identify and clarify financial planning goals
Maximize value passed to recipients
Reduce estate tax liabilitiy
Mitigate generation-skipping transfer tax
Consider irrevocable life insurance trusts
Analyze grantor-retained annuity trusts
Examine intentionally defective irrevocable trusts
Benefit from self-canceling installment notes
Investigate qualified personal residence trusts

Learn more about how you can find and implement the most tax-efficient strategies for family and charitable gifting. Contact Crowe today.

Sarah Allen-Anthony

Partner, Global Private Client Services Leader

+1 574 235 6818

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