Tax Rules of Making Bequests or Lifetime Gifts
Bequests and Lifetime Gifts are not the same; understanding the tax aspects may help you make a decision that is more advantageous.
Whether you are still in the process of accumulating assets or wish to protect the wealth you have worked so hard to build, you want the peace of mind that comes with having financial professionals who will help you attain your financial and investment goals. Lumsden & McCormick Financial Services, LLC, a wholly-owned subsidiary of Lumsden McCormick, LLP, works with individuals and families to provide guidance every step of the way.
Learn more about how the proactive professionals on our Family Wealth and Estate Planning team will help you maximize your wealth, protect and preserve that wealth, and successfully transfer your wealth to the individuals and institutions important to secure your legacy.
Income Protection and Asset Preservation
For more information about our family wealth management and estate planning services, please contact a service team member below.