Ask Todd 11-2-22

The Financial Exchange Show - A podcast by The Financial Exchange Network

Categories:

On today's edition of "Ask Todd", estate planning attorney Todd Lutsky of Cushing & Dolan dove into gifting assets and money as it pertains to estate planning. Todd elaborated on how much someone can gift to a family member in a year without being taxed, and what should be considered in regards to estate planning before making a gift. He also took calls from listeners and previewed C&D's new guide for November, "To Gift Or Not To Gift: Tax Implications To Consider."