Gift Tax Leverage: Building Generational Wealth & Strong Families
Answers For Elders Radio Network · Suzanne Newman
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Show Notes
On this bonus episode of Answers for Elders, Suzanne introduces the new podcast of estate planning specialist David T. Phillips: Estate Planning Made Easy. Visit the podcast's YouTube channel to watch the show, or subscribe and listen to the podcast by following these links on Spotify or Apple Podcasts.
By law every American can gift $18k annually, to anyone they want, completely gift, estate and income tax free. Many are reluctant to use their gifting allowance. But proper gifting will not only give the giver fulfillment during their life, it can produce generations of powerful, productive people. Learn how to leverage your annual gifts to the max.
Learn more:
- Estate Planning Made Easy website
- Use discount code EPMEZ at shop.empez.com to receive a 50% discount
- The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips
- Generational Wealth Strategies newsletter
- Wealth Creation Strategy Table
- Contact: Estate Planning Specialists at 888-892-1102
- The Durfee Law Group at 480 324-8000
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