Thompson & Associates

Estate Planning Flags #9: Lifetime Gifts of Appreciated Assets

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Sinopse

In this episode, Cayce Powell and Bill Gustoff discuss reasons why giving appreciated assets during lifetime may not be the best plan. They also point out a few exceptions where a nonprofit can benefit from appreciated assets during a donor’s life.• What are lifetime gifts of appreciated assets?• What are barriers of giving appreciated assets during life?• How can nonprofits help some donors who have savings bonds and IRAs give more effectively?