: Would you lend your mom your fortune? Estate planning with a twist.

When it comes to estate planning and family giving, the funds tend to run downstream to the younger generations. But one strategy — called upstream giving — could assist older generations during their lifetime and lessen taxes for the family overall.

This complicated strategy isn’t for the faint of heart. There’s a lot to consider, and a lot of steps need to happen in perfect order for it to work as intended.


Master your money.

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