2min chapter

The Fort - An Entrepreneurship Podcast cover image

#292 - Ryan Heath - Founding Attorney @ Baker Heath, PLLC - Estate Planning 101

The Fort - An Entrepreneurship Podcast

CHAPTER

The Importance of Annual Gifting

I'm heading to a ranch this afternoon with some of my buddies and it's a big ranch. Lots of kids, lots of grandkids. And they'll have like a constant family constitution that governs it all. I think the exception is always a factor in the net worth, right? If you've got a young person to five million, a lot different from an 80 year old at five million because of the growth potential. But when we get to the 10 million dollar range, we're probably going to be looking at the same foundational documents.

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