TEN THINGS WOMEN SHOULD KNOW ABOUT THEIR FINANCES

We hope you enjoy the tenth and final tip of this series. We have to be true to ourselves. This is the ultimate “put your money where your mouth is” advice.

TIP #10 INVEST WITH YOUR VALUES. Lifetime gifts to family members may reduce your estate-tax liability, but also shelter any asset appreciation from taxation. In addition, gifts to qualified charities may be exempt from gift tax. The value of charitable donations reduces the value of your estate and may qualify for current income tax deductions.

- Compliments of Wells Fargo


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