Gifts to Protect Your Assets
Increased income may not be your primary objective. Instead, as your needs and lifestyle change, you may be wondering how you will deal with some highly appreciated property or a growing family business. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?
We have several options that help you meet your personal goals, save on taxes, and make a gift to Jefferson at the same time.
Receive an immediate income tax deduction for a portion of the appraised value of your property.
Reduce or avoid possible gift & estate tax on trust assets passing to family.