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Stableford Capital Insights
Explore the latest market updates, company news, and helpful resources from your Stableford team.
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Transferring Wealth to Beneficiaries Tax Efficiently
July 8, 2024
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Posted in
Asset Management
Business
Financial Planning
Investment
Investment Strategy
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Written by
Nikki Sutcliffe
Transferring wealth to beneficiaries should be done with tax reduction in mind. Keep an estate intact by strategizing with gifting, insurance, buy/sell agreements, and trusts. Retain control of business assets and benefit from profits while arranging for a smooth transfer of responsibilities in estate planning.