Home Tags Wealth transfer through stocks

Tag: Wealth transfer through stocks

maximizing-wealth-transfer-and-tax-benefits-by-gifting-stocks-during-the-holidays

Maximizing Wealth Transfer and Tax Benefits by Gifting Stocks during the Holidays

Selecting The Stocks To Gift When it comes to gifting stocks this holiday season, it's crucial to choose wisely. According to Megan Miller, senior wealth advisor at MAI Capital Management, diversification is key. Avoid concentrating...