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Effectiveness of Inter Vivos Gifts

By Gerry W. Beyer

GiftWalter Shjeflow recently wrote an articleabout the effectiveness of inter vivos gifts. He suggests using a schedulecombined with an estate plan to protect assets from liability. Individuals cangive outright gifts totaling $14,000 without gift and estate exclusion.

See Kelly Humke, The Value of Inter Vivos Gifts, Wealth Strategies, Oct. 4, 2013.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.

Posted in:
Articles, Estate Tax and Gift Tax