After a few days with the grandkids, David is ready to talk about ways to give tax-free gifts to beneficiaries, now and in the future. How can you pass some of your legacy onto the next generation? Whether you are well into retirement or still have kids yet to leave the nest, there are a number of ways to do this. David shares three strategies and then discusses what possible downsides you’d want to watch out for.
Here’s what you’ll learn on today’s show:
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
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