Give It Away Now
  • Deirdre R. Wheatley-Liss


After I go through the whole discussion of what estate taxes a family might be facing, I often get this question: “What happens if I give my stuff away now instead of waiting until I die?” The answer isn’t as simple as you may think. My initial reply is, “Does making a gift move you toward your goals?” After all, once you give away dollars, they’re gone; you can’t take them back. If that isn’t a roadblock, what about the fact that gifting could create taxes instead of saving them? Read on.


Real Estate Capital Gain Annual Exclusion Vacation Home Apple Stock 
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© Deirdre R. Wheatley-Liss 2013

Authors and Affiliations

  • Deirdre R. Wheatley-Liss
    • 1
  1. 1.NJUS

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