Thursday Sep 02, 2021
Advanced Planning: The ins and outs of being exempt from paying gift and estate taxes
Today's topics with Alison Reiff-Martin:
- What are estate tax exemptions and how do they work?
- How much money can I give yearly and not have it count against my estate tax exemption exclusion?
- What's the tax impact of transferring money/assets to an irrevocable trust?
- ...and more!
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
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