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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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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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Doug Bohlman

Senior Vice President - Financial Advisor,
Portfolio Director

Phone: 603-228-7945
Cell: 603-406-4348

Jennifer Elliott, APP

Branch Service Manager - Senior Registered Client Associate

Phone: 603-228-7949
Cell: 603-573-0968

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45 South Main Street, Suite 200
Concord, NH 03301
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Giving while living: How to start gifting assets during your lifetime