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Tax-Free Treasure with Annual Exclusion Gifts
Manage episode 438354860 series 2954717
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In this episode we explore the powerful yet often overlooked strategy of the Annual Exclusion Gift. Whether you're looking to give meaningful financial gifts to your loved ones without triggering taxes or seeking ways to reduce your taxable estate, understanding the Annual Exclusion Gift is crucial.
We break down what this tax-free giving opportunity is, who can benefit from it, and how to maximize its potential.
Links and Resources Mentioned
Related Podcast Episode Links:
https://caresslaw.estate/episode-8-cost-basis/
https://caresslaw.estate/episode-7-oregon-estate-tax/
https://g.page/r/CZ7knJUB7Sd8EAE/review
Connect with Tammi Caress
https://www.linkedin.com/in/caresslaw/
Follow the podcast in Apple Podcasts or Spotify
https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621
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