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Monthly Gift Planning Tips

Valuable Resources for You and Your Clients

Keep the House in the Family with a Private Reverse Mortgage
Reverse mortgages allow homeowners to tap into the equity of their homes, but they can have some drawbacks, including fees, maximum loan ceilings and the inability to bequeath the home to family members . . . more

Home Away from Home
Many people will be sending their graduating seniors to college in a few months.  Instead of packing students off to dorms or apartments this year, clients may want to try something more permanent . . . more

Intentionally Incomplete Gifts
Gift taxes are a concern whenever a donor establishes a split-interest gift that makes payments to a non-spouse beneficiary . . . more

Rates Going Up
The §7520 rate for April is 2.6%, the highest since June 2011, when the rate reached 2.8% . . . more
Content courtesy of R&R Newkirk.

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