Estate and Gift Tax Planning Tips for 2022

    | February 4, 2022


    There are a variety of ways you can minimize your future estate tax burden. The most popular method is strategic gifting of assets to heirs, but that’s just one of the available options; tuition payments, medical payments, and even placing assets in trust for future use are all viable strategies as well, depending on your heirs’ needs.

    These myriad options also introduce a variety of complex tax planning considerations that you’ll need to consider in order to maximize the estate tax benefits and minimize the tax burden associated with gifting assets. In this whitepaper, 2022 Estate and Gift Tax Planning, we discuss the key considerations and relevant sections of the tax code that you’ll need to keep in mind before gifting assets to a loved one. To download the full whitepaper, click the link below; if you have any questions, please don’t hesitate to get in touch with the team at Telemus.

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    All opinions expressed in this article are for general informational purposes and constitute the judgment of the author(s) as of the date of the report. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual. The material has been gathered from sources believed to be reliable, however Telemus Capital cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value. You should consult your own tax, legal, and financial advisors about your individual circumstances and needs before engaging in any transaction. Advisory services are only offered to clients or prospective clients where Telemus and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Telemus unless a client service agreement is in place.


    Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.

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