April 18, 2024
Can you gift kids and this gift be deductible in tax returns?
Certified Elder Law Attorney and Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm.
Want to join our live webinar? go to www.wisdomwebinar.com to register or give our office a call at 844-885-4200.
Want to book a 15-minute call with Chris Berry? Register at 15chris.com to book a schedule in his calendar.
Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their offices in Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi.
On this week’s webinar, attorney and advisor Chris Berry of www.castlewealthlegal.com answers the below questions.
- 0:41 Can you please discuss the advantages/disadvatages around charitable contributions via a) personal check versus b) charitable trust versus c) qualified charitable distributions for people receiving RMDs.
- 5:09 If I place a funded taxable brokerage account into the Castle Trust, do I need to issue an Affidavit of Solvency?
- 6:01 How many IRA’s are protected from lawsuits in Michigan?
- 7:41 Can you gift kids and this gift be deductible in tax returns?
- 8:31 Can a donor advised fund be set up from pre-tax IRA funds? so as to preserve the standard deduction in all years?
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https://michiganestateplanning.com/
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