The Tax Plan: Estate and gift taxes and how they are linked

from 15 Minutes of Finance · host James Walters, CIMA®, CRPC® and Brandon West, CPA

Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss estate and gift taxes. Learn how much you can give yearly in tax-free gifts, understand if you might have to pay taxes if you die, and consider if effective gifting strategies can lower potential estate taxes in death.

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This episode is 20 minutes long.

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This episode was published on September 16, 2024.

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