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...

People in this episode

Host: Henssler Money Talks

Topics covered

• inheritance
• gifting money
• estate taxes
• inheritance taxes
• financial future

Keywords

• inheritance
• gifting
• estate taxes
• annual gift exclusions
• lifetime exemptions

Mentioned in this episode

Organizations: Henssler Financial

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