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Unlocking the Secrets of Wealth Transfer: Estate and Gift Taxes Explained
Topics in this conversation include:
- Welcoming David and Previewing Today’s Topic (0:32)
- Overview of Estate and Gift Tax System (1:26)
- Wealth Transfer Tax Explained (00:02:15)
- Gift Tax and Exemption Usage (5:39)
- Qualified Educational Expenses (8:07)
- Medical Expenses Exemption (9:44)
- IRS Tracking of Gifts (11:22)
- Future Concerns About Exemption Changes (14:21)
- Advice for Estate Planning (18:07)
- Final Thoughts and Takeaways (19:23)
*Note: information recorded in this podcast is current as to the time of recording. You should consult with your attorney on the above information to keep up to date with current law.
TFE Talks: Navigating Wealth, Business, and Legacy is the official podcast from Thomas, Fisher & Edwards, a premier law firm in Greenville, South Carolina. Each episode, our attorneys break down complex legal and financial topics—covering estate planning, business strategy, and legacy building—into clear, actionable insights. Whether you're refining a plan with our team or preparing for the future, this podcast serves as your go-to resource for thoughtful, strategic planning. Tune in for expert guidance that helps you protect what matters most. Learn more at www.tfelawfirm.com.
The information provided in this podcast is for general informational purposes only and should not be considered legal advice. Listening to this podcast does not create an attorney-client relationship with Thomas, Fisher & Edwards or any of its attorneys. Laws and regulations vary, and legal matters are highly fact-specific. For personalized legal guidance, please consult with a qualified attorney.
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By TFETopics in this conversation include:
- Welcoming David and Previewing Today’s Topic (0:32)
- Overview of Estate and Gift Tax System (1:26)
- Wealth Transfer Tax Explained (00:02:15)
- Gift Tax and Exemption Usage (5:39)
- Qualified Educational Expenses (8:07)
- Medical Expenses Exemption (9:44)
- IRS Tracking of Gifts (11:22)
- Future Concerns About Exemption Changes (14:21)
- Advice for Estate Planning (18:07)
- Final Thoughts and Takeaways (19:23)
*Note: information recorded in this podcast is current as to the time of recording. You should consult with your attorney on the above information to keep up to date with current law.
TFE Talks: Navigating Wealth, Business, and Legacy is the official podcast from Thomas, Fisher & Edwards, a premier law firm in Greenville, South Carolina. Each episode, our attorneys break down complex legal and financial topics—covering estate planning, business strategy, and legacy building—into clear, actionable insights. Whether you're refining a plan with our team or preparing for the future, this podcast serves as your go-to resource for thoughtful, strategic planning. Tune in for expert guidance that helps you protect what matters most. Learn more at www.tfelawfirm.com.
The information provided in this podcast is for general informational purposes only and should not be considered legal advice. Listening to this podcast does not create an attorney-client relationship with Thomas, Fisher & Edwards or any of its attorneys. Laws and regulations vary, and legal matters are highly fact-specific. For personalized legal guidance, please consult with a qualified attorney.