The Tax Rules That Shape Your Legacy
About this episode
The hosts discuss tax rules related to inheriting and gifting money, including estate and inheritance taxes.
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, 2026 Read the Article: https://www.henssler.com/the-tax-r...
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