Case Study: The Advantages in Gifting

Original Air Date: November 23, 2024 

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth. 

Read the Article: https://www.henssler.com/giving-with-purpose-maximize-the-impact-of-your-gifts