Gifting Strategies and Estate Taxes
- Author
- Madrona Financial Services
- Published
- Tue 22 Mar 2022
- Episode Link
- https://share.transistor.fm/s/997c9ef1
In this episode Brian talks about advanced gifting strategies, minority and lack of marketability discounts, why you roll over your 401K at 59 1/2, and Washington State estate tax rules.
