Chapter 15: Tools for Estate Planning – 3

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0% 0 votes, 0 avg 0 NISM-Series-X-B: Investment Adviser (Level 2) Certification Chapter 15: Tools for Estate Planning – 3 1 / 50 1. Which intergenerational wealth transfer option allows for immediate transfer and is highly tax efficient within blood relatives? a. Gift b. Will c. Trust d. Succession laws A gift deed allows for […]