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Contact

ProVise Management Group

Clearwater Office
611 Druid Road East, Suite 105
Clearwater, FL 33756
Ph: 727-441-9022
Fx: 727-449-1625

Tampa Office*
4350 W. Cypress Street, Suite 225
Tampa, FL 33607
Ph: 813-405-4846
Fx: 813-415-3407

* This office is a branch of ProVise Management Group, LLC and not a branch of Kestra Advisory Services, LLC. Investment advisory services at this location are offered through ProVise Management Group, LLC.

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Preserving Wealth Through Lifetime Giving: A Strategic Approach

Preserving Wealth Through Lifetime Giving: A Strategic Approach

Estate planning is a crucial aspect of financial management, especially for individuals with substantial assets. With the ever-changing landscape of tax laws, one effective strategy for preserving wealth and minimizing the burden of federal estate taxes is lifetime giving. This approach not only allows individuals to transfer wealth to their loved ones during their lifetime but also offers significant tax benefits. As we approach the sunset of the Tax Cuts and Jobs Act in 2025, understanding and implementing lifetime gifting is especially important.