Legacy and Charitable Giving with Attorney Kevin Bress

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian Akers and attorney Kevin Bress discuss legacy and charitable giving on the "Winning in Retirement" radio show. They emphasize the importance of estate planning, including wills and beneficiary forms, to ensure assets are distributed according to one's wishes. Kevin explains the federal and state estate tax exemptions, noting Maryland's $5 million threshold. They highlight the benefits of charitable giving, such as reducing taxable estates and supporting causes important to the deceased. Kevin also discusses the use of trusts and donor-advised funds to manage assets and charitable contributions. The conversation underscores the need for proactive planning to avoid unintended consequences and ensure a lasting legacy.

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This episode is 51 minutes long.

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This episode was published on August 16, 2025.

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