A Matter of Trust

‘Tis the Season for Giving


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In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss the various ways you can make gifts to your family and causes that you care about. And while the rules say paying a family member’s medical expenses as a gift is permissible – paying for their cosmetic surgery is not. Bah, humbug.
Wishing happy holidays to all our listeners!
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A Matter of TrustBy Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers

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