"Upstream Gifting Tax Strategy"
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upstream giftingSmartAsset
•Business
Business & Economics
This Gifting Strategy Could Keep More of Your Estate in the Family
77% Informative
Upstream gifting is a strategy for expediting the transfer of highly appreciated assets to children.
Charles Schwab highlighted a clever tax minimization strategy known as “upstream.
The strategy is to reverse the flow of an estate’s valuable property from going “downstream” to generations of children and grandchildren.
SmartAsset AMP helps advisors connect with leads and offers marketing automation solutions so you can spend more time making conversions.
The tradeoff is that the value of liquid cash can be eroded by inflation.
A high-interest account allows you to earn compound interest.
Compare savings accounts from these banks.
VR Score
74
Informative language
72
Neutral language
12
Article tone
informal
Language
English
Language complexity
40
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not offensive
Hate speech
not hateful
Attention-grabbing headline
not detected
Known propaganda techniques
not detected
Time-value
long-living
External references
13
Source diversity
4
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