Thursday May 23, 2024
Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning
One of our favorite ways to bring you estate planning education on the show is by answering your questions! In today's episode, Rich asks about the annual limits for tax-free gifting, gifting to trusts with protections, and common mistakes regarding estate and lifetime GST tax returns. Elaine asks for advice on leaving a portion of her IRA to her new spouse while ensuring that her children receive whatever remains.
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Comments (1)
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Interesting, thank you. I wouldn’t agree completely with the way the question from the woman about controlling the inheritance for the spouse’s benefit until he dies and making her children wait . If the money is hers, I would allot some to be distributed to her children immediately upon her death. In my opinion, they shouldn’t have to wait until their stepfather passes away.
Saturday Jun 29, 2024
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