Episodes

  • [S1E19] Unlimited Marital and Charitable Deductions

    [S1E19] Unlimited Marital and Charitable Deductions
    Nov 28 2024

    Transfers to spouses or charities are tax-deductible under specific rules, providing flexibility in estate plans.
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    6 mins
  • [S1E18] The Crummey Provision

    [S1E18] The Crummey Provision
    Nov 27 2024
    The Crummey provision creates a present interest in trust contributions, enabling annual exclusion benefits.
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    7 mins
  • [S1E17] Gifts with Present and Future Interests

    [S1E17] Gifts with Present and Future Interests
    Nov 26 2024
    Gifts must be structured as present interests to qualify for annual exclusions, distinguishing them from future interests.
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    7 mins
  • [S1E16] Annual Gift Tax Exclusions

    [S1E16] Annual Gift Tax Exclusions
    Nov 25 2024
    The annual exclusion allows tax-free gifting of present interests up to a set limit per recipient.
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    6 mins
  • [S1E15] Splitting Gifts Between Spouses

    [S1E15] Splitting Gifts Between Spouses
    Nov 25 2024

    Spouses can double their annual gift exclusions by electing to split gifts, subject to specific rules.
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    6 mins
  • [S1E14] Taxable Gift Calculations

    [S1E14] Taxable Gift Calculations
    Nov 25 2024

    Deductions like annual exclusions and marital or charitable deductions determine the taxable portion of gifts.
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    7 mins
  • [S1E13] Gifting Basics

    [S1E13] Gifting Basics
    Nov 25 2024

    Gifts are subject to tax based on fair market value and can shift wealth out of the taxable estate.
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    6 mins
  • [S1E12] Forms of Property Ownership

    [S1E12] Forms of Property Ownership
    Nov 25 2024

    Ownership types like joint tenancy, tenancy in common, and community property affect estate inclusion and probate requirements.
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    6 mins