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33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun
Live Life Liberated
English - June 30, 2021 11:00 - 36 minutes - 50.3 MBInvesting Business Management Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman & Cohen LLP, …