Free eBook
You can gift assets during your lifetime or leave them through your estate, but the right choice depends on control, tax, timing, and risk. This matrix helps you compare options and choose an approach you can document, defend, and live with—without triggering disputes or avoidable tax later.
This guide helps you with:
Understanding why and when gifting or inheritance choices create risk
Comparing gifting versus inheritance using a clear decision matrix
Testing your choice with practical checks before transferring assets
Knowing what to consider if you gift now or leave assets through your estate
Preparing the right answers and documentation before anything is transferred