Advanced Planning: The ins and outs of being exempt from paying gift and estate taxes

Today's topics with Alison Reiff-Martin: <ul><li>What are estate tax exemptions and how do they work?</li> <li>How much money can I give yearly and not have it count against my estate tax exemption exclusion?</li> <li>What's the tax impact of transferring money/assets to an irrevocable trust?</li> <li>...and more!</li> </ul> <p> Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)</p> <p> </p> <p>Powered by Stone Hill Wealth Management</p>