Gifting Money to Family: Savvy Estate Planning episode artwork

EPISODE · Aug 21, 2025 · 31 MIN

Gifting Money to Family: Savvy Estate Planning

from Savvy Estate Planning

Learn ways to give money as a gift, gifting money to family and gifting property before death, or transferring assets before death. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, to learn how to gift money, and transferring assets before death. Explore the intricacies of gifting money to family and effective estate planning! Dive into topics such as non-taxable gifts, outright gifts, and gifts in trust. Understand complex concepts like irrevocable grantor trusts, dynasty trusts, and private annuities. Discover smart strategies for transferring assets before death, including gifting money or gifting property before death. This webinar is an invaluable resource for anyone considering ways to give money as a gift and optimize their estate planning. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Episode metadata supplied by the publisher feed · Published Aug 21, 2025

Embed this episode

NOW PLAYING

Gifting Money to Family: Savvy Estate Planning

0:00 31:34

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.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Savvy Estate Planning?

This episode is 31 minutes long.

When was this Savvy Estate Planning episode published?

This episode was published on August 21, 2025.

Can I download this Savvy Estate Planning episode?

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