We are pleased to launch our speaker series, a break from the traditional podcast format, with our premier episode featuring Partner Vanessa Maczko who will detail where we are now with taxes and gifting, and where we are going. She discusses what is not a taxable gift and how to use your estate and gift tax exemptions. Vanessa also delves into what it means when the high exemption rates are expected to sunset in 2026, and what can be done with little to no exemption left. Tune in to learn more about this important topic, and why it may be beneficial to gift now before it’s too late!
If you’d like to listen to episodes on your preferred streaming platform, please click the links below to subscribe.
Resource Links:
- Taxes and Gifting
- Future Focused | Private Wealth Insights
- Subscribe | Future Focused | Private Wealth Insights
- Client Alert: 2024 Estate, Gift and GST Exemptions
- Estate Planning in 2024: Opportunities and Challenges Ahead
- 3 Strategies for Funding Educational Expenses
- From Cradle to College: Strategies for Funding Educational Expenses
- SLATs – Spousal Lifetime Access Trusts
- SLATs: are two too good to be true?
- SLATs and Gifting
- GRATs – Grantor Retained Annuity Trusts