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Selling a piece of land,then giving proceeds to adult children,,,
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David
Posted 8/20/2026 06:09 (#11732896 - in reply to #11732748)
Subject: RE: Selling a piece of land,then giving proceeds to adult children,,,


FL Panhandle
r82230 - 8/19/2026 21:13


IMHO you don't need to talk to an insurance agent but a CPA whom does or is versed (has completed at least one Form 706) with gift taxes and estate taxes. You would be surprised on how many accountants/CPAs have never heard of a Form 706, let alone completed one for a client.

HTH


Or, maybe talk to a specific insurance agent that knows as much or more than many CPAs and knows what he is talking about. Then, one can be informed about their options that a CPA may not have idea how to handle. Some specific insurance agents aren’t just selling insurance but also offer many options that can then be utilized by a CPA.

I would talk with a specific insurance agent before simply talking to a CPA that “has completed at least one Form 706”.

But, everyone is free to do what they want.
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