Gifting Strategies, Family Limited Partnerships, and Highly Appreciated Assets
Join us via Zoom as we discuss how many families reach a point where they begin asking whether wealth should be transferred during life, at death, or through a combination of both. The answer often depends on family goals, tax considerations, and the nature of the assets involved.
Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on gifting strategies, Family Limited Partnerships (FLPs), and planning opportunities involving highly appreciated assets. This seminar will explore how families can thoughtfully transfer wealth, maintain flexibility and control, and create structures that support both financial and family objectives over time.
Attendees will gain practical insight into strategies that may help preserve family wealth, reduce unnecessary tax exposure, and prepare future generations to become responsible stewards of the resources entrusted to them.
Event Details
Date: Wednesday, August 5
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights
- Gifting strategies for transferring wealth during your lifetime
- Family Limited Partnerships (FLPs) and their planning benefits
- Considerations for highly appreciated assets
- Tax-efficient strategies for wealth transfer
- Preparing future generations for responsible stewardship of family wealth