Peter Mallouk interviews Brenna Saunders, Creative Planning Wealth Manager about gifting strategies related to wealth transfer across multiple generations, avoiding the estate tax, and sustained charitable giving. Listen in as we explore how to maximize the benefit of your monetary gifts in the most tax efficient manner.

More about guest Wealth Manager, Brenna Saunders: http://bit.ly/2XAkimt

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Brenna Saunders, Creative Planning Wealth Manager about gifting strategies related to wealth transfer across multiple generations, avoiding the estate tax, and sustained charitable giving. Listen in as we explore how to maximize the benefit of your monetary gifts in the most tax efficient manner. More about guest Wealth Manager, Brenna Saunders: http://bit.ly/2XAkimt Important legal disclosure: http://bit.ly/2DC250b

Episode 11 – Gifting Strategies

A Thousand Miles from Wall Street, hosted by Creative Planning President Peter Mallouk, is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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Episode 11 – Gifting Strategies

Episode 11 – Gifting Strategies