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AUTUMN/WINTER 2020Foresight A Guide to Financial & Charitable Gift Planning Dr. Edward Chang and postdoctoral scholar David Moses, PhD, confer at UCSFs Mission Bay campus.Honoring a Daughter, Leaving

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What is foresight - gift planning?

Foresight - gift planning refers to the strategic process of anticipating and organizing the transfer of assets or gifts during a person's lifetime or upon their death, aiming to achieve specific financial or philanthropic goals.

Who is required to file foresight - gift planning?

Individuals who are making gifts above the annual exclusion limit or those involved in estates that exceed the federal estate tax exemption limit are required to file foresight - gift planning.

How to fill out foresight - gift planning?

Filling out foresight - gift planning involves collecting relevant financial information, completing specific forms related to gift tax and estate tax, and providing detailed descriptions of the gifts and their values.

What is the purpose of foresight - gift planning?

The purpose of foresight - gift planning is to help individuals manage their assets efficiently, minimize tax liabilities, and ensure that their wishes regarding asset distribution are honored.

What information must be reported on foresight - gift planning?

Information that must be reported includes the details of the donor, recipients, descriptions and values of the gifts, dates of gifts, and any applicable exemptions or deductions.

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