Get to know Palisades Hudson senior client service manager ReKeithen Miller in this brief interview.
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Five Questions With: ReKeithen Miller
Gift-Giving Makes Good Tax Sense, Except When It Doesn’t
Balancing the benefits of lifetime gifts and bequests that receive a step-up in basis is a complicated exercise. But taking the time to weigh the benefits and drawbacks of different approaches can help you make the most of the current regulations without neglecting long-term concerns.
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