Scott Kaplowitch to be a Moderator for the Boston Estate Planning Council at their June 5, 2013 Roundtable
Scott will lead a roundtable discussion on June 5, 2013 on when it is best to pass on assets to future generations. Depending on a client’s goals and the type of assets in their portfolio, certain assets are best for lifetime giving and others for passing after death. Gift and estate tax avoidance, step-up in basis and the type of assets owned, all play a role in determining when it is best to gift an asset. For more information click here.
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