Thursday, December 22nd, 2011

A carefully planned gifting program can help you achieve personal aspirations, but it also reduces one’s estate and thus minimizes the estate taxes that your heirs may have to pay upon your death.

Author Bio

Thomas A. Orecchio, CFA, CFP, ChFC, CLU, AIF is principal and wealth manager at Modera Wealth Management in Old Tappan, NJ. From portfolio management and tax planning alternative investments and estate planning, Tom assists physicians through truly comprehensive wealth management. Mr. Orecchio can be reached at TomO@ModeraWM.com.

Blog Information

Tom Orecchio, CFA, CFP, ChFC, CLU, AIF Tom Orecchio's Physician's Wealth Manager blog looks at the principles of wealth management and financial planning to achieve financial success.

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