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Gifting for birthdays, holidays, college and other milestones is common amongst grandparents! As with any gift, it’s important to keep in mind each family’s particular circumstances when it comes to tax consequences and planning for future care needs.


Join Britt Burner, Esq. as she discusses how to gift to the younger generation in a tax efficient and meaningful way.

Register with us here.

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