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Real Stories: Preparing for Death

The Meaningful Money Personal Finance Podcast

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Tax Benefits of Gifting and Importance of Professional Advice

In this chapter, they discuss the tax benefits of gifting and how it can save a significant amount of money. They emphasize the importance of consulting a professional advisor who can help reveal potential actions to take. They also stress the need to have conversations with family members, financial planners, and accountants as soon as possible after receiving the news of limited time.

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