Ask Todd 11-10-21
The Financial Exchange Show - Podcast autorstwa The Financial Exchange Network

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Todd went over the logistics of gifting assets and the many reasons and methods for which this can be done. Todd discussed how extreme caution should be had when undergoing this process, and how gifting can vary based on a multitude of factors. He also previewed Cushing & Dolan's guide for November titled, " Do's and Don'ts of Gifting Assets".