Episode Synopsis "Estate and Gift Taxes: Annual Exclusion Gifting Strategies and the Lifetime Exemption."
Episode 7: Initial discussion about the Fiscal Cliff Deal as it pertains to Estate and Gift Taxes. This episode covers the basics of Annual Exclusion gifting and the Lifetime Exemption. Listener email segment answers the question “When do I need to update my will?” Send your listener comments and questions to [email protected]