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Everyone loves gifts! However, if you aren’t careful, your generosity might cause more headache than joy. On this episode, hosts and Boise-based estate planning attorneys Jen Wulf and Steve Rausch talk about the basics, including what you can gift annually without having to report the gift to the IRS, as well as some smart strategies for considering how gifting money or property can fit into your long-term estate planning goals.
Learn more about Jen’s estate planning practice at www.wulflegal.com
Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/9cd77b8f-65e8-48a0-909c-d3f33b88d20f
By Steve Rausch and Jen Wulf5
55 ratings
Everyone loves gifts! However, if you aren’t careful, your generosity might cause more headache than joy. On this episode, hosts and Boise-based estate planning attorneys Jen Wulf and Steve Rausch talk about the basics, including what you can gift annually without having to report the gift to the IRS, as well as some smart strategies for considering how gifting money or property can fit into your long-term estate planning goals.
Learn more about Jen’s estate planning practice at www.wulflegal.com
Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/9cd77b8f-65e8-48a0-909c-d3f33b88d20f