Balancing Control and Flexibility: Choosing Between Lifetime Gifting and Trusts
Timing Your Wealth Transfer Strategy With Purpose As high-net-worth individuals and families in Southlake, Colleyville, Trophy Club, and surrounding areas begin thinking about legacy and long-term financial stewardship, a key question often arises: Should I gift assets during my lifetime—or hold them in trust for later? At first glance, both options offer tax advantages and […]