Would you lend your mother your fortune? Estate planning with a twist.

When it involves property planning and household giving, the funds are likely to run downstream to the youthful generations. But one technique — known as upstream giving — may help older generations throughout their lifetime and reduce taxes for the household general.

This sophisticated technique isn’t for the faint of coronary heart. There’s quite a bit to think about, and numerous steps have to occur in good order for it to work as meant.

“While…

Master your cash.

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