Gifting Money to Family: Savvy Estate Planning

Learn ways to give money as a gift, gifting money to family and gifting property before death, or transferring assets before death. 👉 Book a Call at www.cunningham... for estate planning, to learn how to gift money, and transferring assets before death.
Explore the intricacies of gifting money to family and effective estate planning! Dive into topics such as non-taxable gifts, outright gifts, and gifts in trust. Understand complex concepts like irrevocable grantor trusts, dynasty trusts, and private annuities. Discover smart strategies for transferring assets before death, including gifting money or gifting property before death. This webinar is an invaluable resource for anyone considering ways to give money as a gift and optimize their estate planning.
👉 Book a Call at www.cunningham... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.
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CONTACT us at www.cunningham... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.
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