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Every grandparent contemplates how to gift to their grandchildren – do you give them cash for birthdays, start a 529 Plan, put assets in trust, name them on an IRA, or make a specific bequest in your will? As with any gifting, it depends on the family’s particular situation, but you should always consider the tax consequences.

Join Nancy Burner as she discusses how to gift to this younger generation in a tax efficient and meaningful way.

*With the recent rise of COVID-19 cases and to ensure a safe environment for everyone attending, we ask attendees to bring proof of their vaccination status*

Reserve your seat here.

Contact us at 631-941-3434 or by email at [email protected] with any questions.