Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning
May 23, 2024•26 min•Ep. 105
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Episode description
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.
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