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Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning

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Manage episode 419804943 series 2608961
Content provided by Nick Rosenbauer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Rosenbauer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

One of our favorite ways to bring you estate planning education on the show is by answering your questions! In today's episode, Rich asks about the annual limits for tax-free gifting, gifting to trusts with protections, and common mistakes regarding estate and lifetime GST tax returns. Elaine asks for advice on leaving a portion of her IRA to her new spouse while ensuring that her children receive whatever remains.

Contact:

513-463-6789

info@CincinnatiEstatePlan.com

https://cincinnatiestateplan.com/contact/

  continue reading

107 episodes

Artwork
iconShare
 
Manage episode 419804943 series 2608961
Content provided by Nick Rosenbauer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Rosenbauer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

One of our favorite ways to bring you estate planning education on the show is by answering your questions! In today's episode, Rich asks about the annual limits for tax-free gifting, gifting to trusts with protections, and common mistakes regarding estate and lifetime GST tax returns. Elaine asks for advice on leaving a portion of her IRA to her new spouse while ensuring that her children receive whatever remains.

Contact:

513-463-6789

info@CincinnatiEstatePlan.com

https://cincinnatiestateplan.com/contact/

  continue reading

107 episodes

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