Wealth Your Way Episode 13: Basic Gift and Education Planning
CIBC Private Wealth US
English - November 01, 2018 14:51 - 23 minutes - 32.9 MB - ★★★★★ - 6 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Wealth Your Way Episode 12: Alternative Assets
Although giving and receiving gifts is a tradition that most people have participated in their entire lives, you may not often think about how gifting can be beneficial from a financial planning perspective. However, gifting can be a great way to transfer assets tax-free during your lifetime to reduce both your taxable estate and the potential estate taxes, thereby increasing the amount of assets your beneficiaries will inherit from you.