Making the most of surprises is a great reason to work with us.
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It’s nighttime, and you’re walking down a long, dark hallway with only a flashlight to guide you. Suddenly the light falls upon a horrifying sight — is it a creepy clown? Or a flesh-eating zombie? Oh no, it’s something far more ghastly.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Make a plan to take these risks off the table.