33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun
Jun 30, 2021•37 min
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Episode description
A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman & Cohen LLP, …
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