Annual giving limits, death taxes, and trusts

from Texas Sized Retirement … Simplified · host David Hodson and Glen Hancock

Glen Hancock and David Hodson break down the different thresholds for annual giving limits and taxes after death. They explain how they walk clients through strategies and giving and getting their estate value to a certain number to avoid taxes. The duo also explains what trusts are, why they only work for certain clients, and how their firm has different products and people on staff to walk clients through this complicated process. See omnystudio.com/listener for privacy information.

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This episode was published on December 10, 2024.

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