There can be advantages for making lifetime gifts to members of your family, rather than waiting to bequeath the property under your will.

We hasten to note that we do not advocate the gifting of assets during our client's lifetime over transferring them at death. A Gift and an Estate plan must be crafted for each client since the facts and circumstances of each family are unique only to that family.

We meet with our clients to prepare a gift plan that fits their family and financial profile. We ask for facts before suggesting courses of action. We ensure that our clients understand the Gifting system before they make a final decision on their plan.

When required, we prepare the Gift Tax returns of our clients.