Jeffrey Aron

As Senior Wealth Manager, Jeffrey R. Aron, CFP®, MSFP manages all aspects of Financial Planning and client services, including the preparation of comprehensive financial plans (retirement, education, cash flow, etc.), insurance and asset allocation recommendations, advanced estate planning strategies and of course, plan implementation.

4 min read

What Gifting Stocks Can Mean for Your Tax & Estate Plans

Jeffrey Aron: Jun 05, 2023

There are many scenarios in which it may make sense to give away assets (stocks, bonds, mutual funds, etc.). Perhaps you are considering gifting stocks to younger relatives to help themlearn about managing investments. Or, you may be primarily...

Estate Planning