A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman & Cohen LLP, … <a class="btn btn-default" href="https://livelifeliberated.blubrry.net/2021/06/30/33-creative-gifting-strategies-to-optimize-your-estate-plan-with-charles-levun/"> Read More Read More</a>

A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman & Cohen LLP, … Read More Read More

A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman &amp; Cohen LLP, … <a href="https://livelifeliberated.blubrry.net/2021/06/30/33-creative-gifting-strategies-to-optimize-your-estate-plan-with-charles-levun/" rel="noopener noreferrer"> Read More Read More</a>

33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun

Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been exposed to innovative tax planning strategies that help build and protect their wealth.  We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.

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Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been exposed to innovative tax planning strategies that help build and protect their wealth. We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.

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33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun

33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun