Ask Yourself 

These Questions Regarding
"Generational Generosity"

I am taking advantage of my Annual Gift Exclusion (and gift splitting, if married) to maximize the transfer of my wealth to my loved ones instead of the IRS.
Yes.
No.

In addition to taking advantage of my Annual Gift Exclusion, I plan to use all or part of my $1 million lifetime gift tax exclusion.
Yes.
No.

I understand that any qualified payments I make directly to an educational institution for tuition and directly to a provider of medical care on behalf of any individual are not subject to gift taxation, regardless of the amount transferred.
Yes.
No.

I am comfortable making outright gifts to my loved ones, even if such gifts may be taken through their divorces, lawsuits, bankruptcies and squandering.
Yes.
No.

Even though I worked hard to earn the money I give to my grandchildren for their college education, I would not care if they used it to purchase depreciating consumer goods, throw lavish parties, and travel like celebrity jet-setters.
Yes.
No.

If you are not satisfied with any of your answers, it may be time to schedule an appointment with your attorney to review your legal planning. If you would like to meet with us, please call the office at (800) 660-7564 to schedule an appointment.