Working After Retirement and Wealth Gifting Strategies - 390
Your Money, Your Wealth
00:00
Your Money, Your Wealth
Eliz wold in from oakland, california. I'd be interested to learn your thoughts on how you use, or on the use of whole life insurance as a means of transfering wealth to our children. We're planning as if we're going to max out the lifetime tax exemption on gifts and estates with the expectation that it may decrease. So far, we've been using our annual gift tax exclusion fund our children's five 29 accounts, g currently 16 thousand each per year.
Transcript
Play full episode
