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Annual Gifting to Individuals: Options, Opportunities and Pitfalls
Manage episode 394317839 series 3486035
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The beginning of the year is a good time to think about annual gifts to descendants and other beneficiaries. Episode 17 will walk through some options to make efficient use of annual gifting and also address some potential pitfalls.
Summary and transcript: https://media.mcguirewoods.com/events/2024/Legacy-Planning-Once-Removed-Ep17.pdf
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