Gifting Archives - Geller https://www.gellerco.com/news-insights/tag/gifting/ Mon, 26 Aug 2024 17:03:56 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 /wp-content/uploads/2023/05/favicon-150x150.png Gifting Archives - Geller https://www.gellerco.com/news-insights/tag/gifting/ 32 32 Fundamentals of Wealth Longevity Part II: Estate Planning Basics with Laura Williams https://www.gellerco.com/news-insights/fundamentals-of-wealth-longevity-part-ii-estate-planning-basics-with-laura-williams/ Mon, 26 Aug 2024 16:35:25 +0000 /?p=4003 A recent WSJ Intelligence study revealed the top two priorities of ultra-high-net-worth individual respondents (UHNWI’s) are growing their assets and limiting tax liabilities. Despite this, a separate survey of affluent Americans found that fully 52% of respondents lack even the basic elements of a proper estate plan. Given the complexityof the issues involved, it’s little […]

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]]> 6 Recent Trends in Sustainable Charitable Gifting https://www.gellerco.com/news-insights/6-recent-trends-in-sustainable-charitable-gifting/ Tue, 18 Apr 2023 17:15:21 +0000 https://geller.leibowitzdesign.com/?p=1591 Geller’s Tax Advisory team explores who could most benefit from charitable gifting of a remainder interest in a personal residence, and why this may be an excellent vehicle to accomplish testamentary intentions while enjoying a substantial current income tax deduction.

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