2020 Highlight: Lemons into Lemonade – Wealth Transfer– A Marshall & Stevens Specialty

You may not control changes to federal tax rates or whether the lifetime gift exemption will decrease.

But you do control the gifting of your interests in businesses, real estate, and funds.

Wealth and tax advisors refer their clients to us for high-quality for gift tax valuations.

See our Gift Tax page or Real Estate Valuation page for more information

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