The Best Reasons and Ways to Give

As the end of 2023 approaches, financial gifts can provide great ⁠tax advantages⁠ – but also potential liabilities if not done right. Learn how to take the worry out of gifting. Listen to this Life Happens radio show with attorneys Lou Pierro and Kristen Peck, who will explain the pros and cons of asset transfers, including:

• Giving gifts for tax purposes
• Best ways to give a gift to protect your beneficiaries
• The ‘sunset’ of the Trump tax cuts – make large gifts while the exemption is high!
• Spousal Lifetime Access Trusts
• The Family LLC
• Giving gifts to qualify for ⁠Medicaid⁠
• Returning a gift to reduce or eliminate a Medicaid penalty

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