Gift Comparison Chart
Benefits to You | Reduced Income Taxes | |
Possibly Reduced Estate Taxes | ||
Reduced Capital-Gain Tax | ||
Fixed Stable Income | ||
Variable Income | ||
Higher Payout on Low Dividends | ||
Suggested Funding Level | $100,000 or More | |
Under $100,000 | ||
Funding Assets | Cash | |
Appreciated Securities | ||
Real Estate | ||
Personal Residence | ||
Art, Antiques, Collectibles |
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