Our Gift to You: The Worry-Free Giving Guide!

‘Tis the season of giving. But you have to do it smartly.

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 show with attorneys Lou Pierro and Frank Hemming.

They’ll explain the pros and cons of asset transfers, including:

• Giving gifts for tax purposes
• The best way to give a gift to protect your beneficiaries
• Giving gifts to qualify for Medicaid
• How to return a gift to reduce or eliminate a Medicaid penalty