Lifetime Gift Planning: Real estate transfer strategies

01/01/2022 8 min Episodio 7
Lifetime Gift Planning: Real estate transfer strategies

Listen "Lifetime Gift Planning: Real estate transfer strategies"

Episode Synopsis


Depending on your circumstances, gift planning with real estate can be an effective way to take advantage of your exemption amount without hurting your liquidity. Of course, there are many items to consider when transferring a piece of property to others, including the right structure, the terms, and the tax benefits. Fortunately, a few key strategies may help you transfer real estate in a tax efficient manner.