About this episode

This episode discusses the complexities of gifting during one's lifetime and the potential tax implications and planning considerations involved.

Send us Fan Mail Gifting during your lifetime can be a powerful planning tool, but it’s also one of the easiest ways to unintentionally create tax issues, lose control, or derail long-term care plans. In this episode, we break down when gifting works, when it backfires, and why some strategies are more “untakeabackable” than people realize. Sources and an episode transcript can be found at: LegalTeaPodcast.com. Disclaimer: The information provided in this podcast is for general informational ...

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