"We guide our clients through their decision making process involved in considering Executive Benefits, Employee Benefits, Wealth Preservation and Insurance Planning."
Gifting
Gifting helps you take advantage of the substantial tax advantages available through the use of lifetime gifts. These gifts can be held by various entities that allow you, the "grantor" to retain control over and income from gifted assets.
Many successful individuals have given a lot of thought to the question of how to provide for their loved ones “after I’m gone.” One of the best ways to provide for loved ones is to start preparing now. Lifetime Giving, also known as “Gifting Analysis,” can help reduce estate taxes, avoid probate, and when combined with life insurance, may also increase the amount passed to the heirs.
Dodd Consulting, LLC
One Landmark Square, 8th Floor, Stamford, CT 06901-2603 (map)
Phone: (203) 504-3633 · Fax: (203) 504-3639 · E-mail: info@doddconsulting.net
Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Dodd Consulting, LLC is owned and operated independently from M Holdings Securities, Inc. Dodd Consulting, LLC is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship.