<p>How can you reduce taxes by removing assets from your estate? In this episode, Partner Michael Clear answers this question, highlighting several gifting strategies to shift wealth out of a taxable estate. Michael touches on strategies like making annual exclusion gifts, direct payments for tuition and medical expenses, opening 529 accounts, and creating life insurance trusts. Be sure to tune into this insightful episode and ensure you are prepared for the year ahead. If you have any questions on incorporating gifting strategies within your overall estate plan, please reach out. </p>

How can you reduce taxes by removing assets from your estate? In this episode, Partner Michael Clear answers this question, highlighting several gifting strategies to shift wealth out of a taxable estate. Michael touches on strategies like making annual exclusion gifts, direct payments for tuition and medical expenses, opening 529 accounts, and creating life insurance trusts. Be sure to tune into this insightful episode and ensure you are prepared for the year ahead. If you have any questions on incorporating gifting strategies within your overall estate plan, please reach out.

Strategic Gifting: Reducing Taxes by Removing Assets

Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable.  This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. 

Future Focused is hosted by Erin Nicholls and Michael Clear, Partners of the Private Client Services department at Wiggin and Dana, LLP, with the aim of preserving the wealth that a family has worked so hard to create, we pride ourselves in offering value driven solutions and results.

Head on over to Wiggin and Dana’s Private Client Services page where you can subscribe to this show on your favorite podcast platforms, share episodes with your clients, and follow our highly talented, creative, and experienced lawyers on LinkedIn for even more great insight.

Business

Education

How To

Management

Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nicholls and Michael Clear, Partners of the Private Client Services department at Wiggin and Dana, LLP, with the aim of preserving the wealth that a family has worked so hard to create, we pride ourselves in offering value driven solutions and results. Head on over to Wiggin and Dana’s Private Client Services page where you can subscribe to this show on your favorite podcast platforms, share episodes with your clients, and follow our highly talented, creative, and experienced lawyers on LinkedIn for even more great insight.

Share Strategic Gifting: Reducing Taxes by Removing Assets

Sign up to save your podcasts

Strategic Gifting: Reducing Taxes by Removing Assets

Strategic Gifting: Reducing Taxes by Removing Assets

More shows like Future Focused: Sophisticated Estate Planning

Main Street Business

Odd Lots

The Retirement and IRA Show

Capital Ideas Podcast

Stay Wealthy Retirement Podcast

ACTEC Trust & Estate Talk

Small Business Tax Savings Podcast

The Peter Attia Drive

Estate Planning Strategies

WashingtonWise

Complete Estate Planning

The Prof G Pod with Scott Galloway

Ready For Retirement

Call Me Back - with Dan Senor

Retirement Planning Education, with Andy Panko