How Murphy Private Wealth Group can help:
Some planning strategies may allow you to delay implementing your gifting strategy until it is clear that the sunset of the current wealth transfer tax exemptions will actually occur. However, it’s wise to be prepared with your documents beforehand.

 
 

_{Wells Fargo & Company does not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. Any Estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.}