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Giving while living: How to start gifting assets during your lifetime

Jun 24, 2025 |RBC Wealth Management

Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

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Carol Johnston, NMLS # 2839084 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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Carol Johnston, CEPA®

Managing Director - Financial Advisor,
Senior Portfolio Manager

Phone: 210-805-1142
Cell: 210-614-9145

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303 Pearl Parkway, Suite 380
San Antonio, TX 78215
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Giving while living: How to start gifting assets during your lifetime

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