Sign up to save your podcasts
Or
Share 33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun
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
View all episodes
By Centura Wealth Advisory
4.9
77 ratings
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
More shows like Live Life Liberated
View all
WSJ Your Money Briefing
1,756 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,236 Listeners