Gifting Limitations:
What if you want or need it back?
Tax Consequences:
No step-up in basis -- for capital gains savings
Gift Tax hit can be very high
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© 2011 LJCooper Wealth Advisors. 499 South Orem Blvd, Orem, UT 84058. Phone: 801.221.2939 Toll-Free: 877.405.4015 Fax: 801-221-4654. Investment Advisory Services offered through LJCooper Capital Management, LLC, a Registered Investment Advisor.