Year End Legacy Financial Planning

Should you give monetary gifts to kids and grandkids in 2017?

Balance estate tax savings with family values.

Gifting to children and grandchildren each year can have lots of benefits to your family, like making you feel good about helping those you love! However, when gifting cash or other assets you want to avoid pitfalls as well.

As an example, if a particular monetary gift does not fit with your family values and principles or isn’t healthy for its recipient it could be destructive vs. helpful. Most often tax considerations should be at the bottom of the list.

Estate tax planning is very complicated so you’re advised to work with a highly skilled team to ensure you achieve the desired results.

Reach out to us to set up a no obligation consultation to learn more.

Use the form below or call us at 812-477-6221

Tell Us About You

  • This field is for validation purposes and should be left unchanged.

Payne Wealth Partners, Inc. is not soliciting any action based on this message and is for general information only. It does not take into account the particular investment objectives, financial conditions, investment experience or financial needs of individual customers.

Year End Legacy Financial Planning December 1, 2016

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
  • YouTube
  • Follow us on twitter
  • Follow us on facebook
  • Follow us on linkedin
  • GooglePlus

FREE Financial Planning Guides and other exclusive content!

Get instant access to download all our current - and future - informational whitepapers and guides plus join our mailing list to receive the latest Payne Wealth blog posts. 

SUCCESS! Please check your e-mail inbox for your access link and password.