We share the following key insights in this 4 minute podcast on gifting to your loved ones. Please enjoy and forward to a friend!

📜 Understanding the Annual Gift Exclusion

🎓 Tax Advantages of 529 Plans

🩺 Direct Payments for Education and Medical Expenses

🌱 Empowering the Next Generation with Roth IRAs

🔒 The Role of Irrevocable Trusts

📈 Maximizing Your Lifetime Gift and Estate Tax Exemption

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💬 Have questions or want to discuss your investment strategy? Please visit our website to schedule time with us today.

https://www.presiliumpw.com.

This Podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.

Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.