gifting strategies

Gifting Strategies – A Wealth Management service from Mutual Pointe.

Knowing how to transfer your assets to family members, beneficiaries and charitable trusts is a vital part of an Estate Plan. Individual needs, and evolving tax laws make charitable planning a venture that requries experience and knowledge. Houston based financial advisors at Mutual Pointe offer Gifting Strategy advice to help uncover the right solutions for each individual client.

Gifting & Tax Savings

Individuals who have accumulated substantial assets are often not fully aware of the ever changing tax rates and exclusions that apply to them. How assets are distributed during your lifetime can effect how much of your estate is taxed in the event of your death, and dispersion to children or family members. Mutual Pointe’s experienced advisors are here to help you navigate the confusing landscape of estate tax law.