• Strategic Gifting: Reducing Taxes by Removing Assets

  • Jan 29 2025
  • Duración: 14 m
  • Podcast

Strategic Gifting: Reducing Taxes by Removing Assets

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  • Resumen

  • How can you reduce taxes by removing assets from your estate? In this episode, Partner Michael Clear answers this question, highlighting several gifting strategies to shift wealth out of a taxable estate. Michael touches on strategies like making annual exclusion gifts, direct payments for tuition and medical expenses, opening 529 accounts, and creating life insurance trusts. Be sure to tune into this insightful episode and ensure you are prepared for the year ahead. If you have any questions on incorporating gifting strategies within your overall estate plan, please reach out.

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