Question: Which strategy is the most effective for Susanna in reducing the potential cost of U . S . estate tax on her US$ 1 ,

Which strategy is the most effective for Susanna in reducing the potential cost of U.S. estate tax on her US$1,000,000 portfolio of U.S. publicly listed investments?
a.
Use the annual gift tax exemption amount to make gifts each year to her one granddaughter.
b.
Sell a portion of the U.S. publicly listed investments and replace these with non-U.S. investments.
c.
Consider moving a portion of the U.S. publicly listed investments into her RRIF account.
d.
Leave these assets alone as Susannas worldwide value of her assets is below the US$12,920,000 threshold in 2023.

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