generational wealth transfer designation

generational wealth transfer designation

Financial Planning Feeds Taxes - Use Generational Designation Instead

Answer: The Generational Wealth Transfer Designation (GWT) is a certification that enables high-net-worth families to use lifetime gifting rules to bypass estate taxes and accelerate asset transfer. By aligning with specific IRS provisions, the designation empowers planners to move real estate, equities, and trusts before death, preserving liquidity and reducing