Checklist for 2013 client meetings
5. In re gifting: Yes or no?
Inquire whether clients have gifting on their agenda for 2013 and review ways to structure gifts to make the most of the $5.1 million estate and gift tax exemptions, including whether those 70 ½ and older want to take advantage of donating $100,000 in IRA assets to charities in 2013.
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