• Strategies for Gifting

  • Mar 17 2021
  • Length: 18 mins
  • Podcast
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Strategies for Gifting

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  • Summary

  • Everyone loves gifts! However, if you aren’t careful, your generosity might cause more headache than joy. On this episode, hosts and Boise-based estate planning attorneys Jen Wulf and Steve Rausch talk about the basics, including what you can gift annually without having to report the gift to the IRS, as well as some smart strategies for considering how gifting money or property can fit into your long-term estate planning goals.

    Learn more about Jen’s estate planning practice at www.wulflegal.com Learn more about Steve’s estate planning practice at www.capitalcitylawoffice.com

    Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/9cd77b8f-65e8-48a0-909c-d3f33b88d20f
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