Live Life Liberated

Live Life Liberated


33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun

June 30, 2021

A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman & Cohen LLP, … Continue reading 33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun →