Gifting During Your Lifetime
- Author
- Henssler Financial
- Published
- Tue 01 Nov 2022
- Episode Link
- None
Original Air Date: October 29, 2022
Senior Associate Michael Griffin, CFP®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to advise a couple who want to begin gifting their wealth to their nieces and nephews. With a wide range of ages and situations, the planners provide ways to make the most out of their generous gifts.
Read the Article: https://www.henssler.com/gifting-while-living-seeing-loved-ones-benefit
