Ask Todd: Gifting assets is more complicated than you think
The Financial Exchange Show - Podcast autorstwa The Financial Exchange Network
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Todd Lutsky, Cushing & Dolan, shares his understanding of how the Massachusetts tax relief proposal will impact your estate plans. Gifting assets is far more complicated than it seemingly should be. How a trust is drafted is the most important step in estate planning. How can you ensure you don't accidentaly reset your five-year look back period.
