![]() At a hypothetical investment growth rate of 5% per year for 10 years, that $12.92 million gift could end up being worth over $21.04 million, and your loved ones will have received the entire amount free from gift or estate taxes. For example, if you were able to give the entire $12.92 million to your children today, that money could grow over time. The simplest way is to gift your assets to your loved ones now, rather than waiting until you pass away. For those who have acquired enough wealth to surpass the gift and estate tax exemption, there are several strategies that could lock in the $12.92 million exemption. ![]() Environmental, Social and Governance (ESG) Investingįor most people, the gift and estate tax exemption allows for the tax-free transfer of wealth from one generation to the next.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.
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