Skip to main content
No. of Recommendations: 0
My grandmother recently settled her mother's estate and is now worth a little over $1,000,000. Her son and daughter are each to receive half of her estate. She is currently 76. Right now my grandmother is gifting $10,000 to 6 different relatives (3 on each side) to draw down the size of her estate to avoid higher taxes later. Is this the best strategy? The daughter has more heirs and could receive more in gifting, but the brother feels that his sister should pay a percentage to him for getting more of her inheritance early. Any thoughts?
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.