Episode 25: Estate Planning: Navigating Gift Tax, Irrevocable Trusts, and More with Attorney Mike Vogel - 06/14/2025

from More for Your Money · host Uncommon Cents Investing

Join John Berkley and Attorney Mike Vogel for an insightful estate planning discussion. Attorney Vogel clarifies federal gift tax (Form 709), including annual exclusions and lifetime exemptions. He also navigates irrevocable trusts, highlighting their overusage and significant disadvantages in Medicaid planning, such as loss of asset control and facility acceptance issues. The episode emphasizes fact-based advice.Special Guest: Michael Vogel.

Episode metadata supplied by the publisher feed · Published Jun 14, 2025

Embed this episode

Attribution link and audio player

NOW PLAYING

Episode 25: Estate Planning: Navigating Gift Tax, Irrevocable Trusts, and More with Attorney Mike Vogel - 06/14/2025

0:00 52:50

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of More for Your Money?

This episode is 52 minutes long.

When was this More for Your Money episode published?

This episode was published on June 14, 2025.

Can I download this More for Your Money episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!