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Tax-Smart Planning: How Estate Plans Can Ease Your Tax Burden

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Manage episode 422416667 series 3515176
Content provided by Attorney James Jones. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Attorney James Jones 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.

In this episode of The Legacy Talk Podcast, we delve into tax-smart estate planning strategies that can ease your tax burden. Learn how revocable living trusts, lifetime gift exemptions, charitable giving, and other techniques can help minimize estate and gift taxes.

If you're keen on preserving more of your wealth for your loved ones, this episode is a must-listen. Tune in to find out how to maximize the benefits of your estate plan!

  continue reading

10 episodes

Artwork
iconShare
 
Manage episode 422416667 series 3515176
Content provided by Attorney James Jones. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Attorney James Jones 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.

In this episode of The Legacy Talk Podcast, we delve into tax-smart estate planning strategies that can ease your tax burden. Learn how revocable living trusts, lifetime gift exemptions, charitable giving, and other techniques can help minimize estate and gift taxes.

If you're keen on preserving more of your wealth for your loved ones, this episode is a must-listen. Tune in to find out how to maximize the benefits of your estate plan!

  continue reading

10 episodes

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