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Simplify Your Legacy

The Meaningful Money Personal Finance Podcast

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How Much Can I Give to My Family?

I feel like this is another drum that I'm continually banging with clients is Start your thinking on this stuff with what you want to happen. We get asked all the time How much can I give to my family? Right, this is obviously clients asking about lifetime gifts they're concerned about inheritance tax and things like that But when client asks me how much can I given each year? I always say all of it all of it Your money right and give it all away won't go. Don't leave me any of you jewelry No, I know or your whiskey collection. You know, you know, I don't drink that stuff Pecunary gifts, so that's a bit of a

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