The Tax Rules That Shape Your Legacy

The “Henssler Money Talks” hosts tackle a listener question about inheriting and gifting money. From estate taxes and inheritance taxes to annual gift exclusions and lifetime exemptions, we'll explain what the rules are — and just as importantly, what they aren't. Learn how annual gift exclusions, lifetime exemptions, carryover basis, and step-up in basis rules can affect your family's financial future. Original Air Date: May 30, 2026Read the Article: https://www.henssler.com/the-tax-rules-that-shape-your-legacy