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Posts tagged Gifting

What's New for 2024: Social Security, Retirement Savings, Taxes, Deductions & Gifting

Financial Planning, Personal Finance, Retirement, TaxesEstes SusanJanuary 9, 2024Taxes, Social Security, Financial Planning, Personal Finance, Gifting, Retirement Planning

Year-End Strategy #4: Should I “Gift” as an Estate Planning Strategy?

Financial Planning, Personal Finance, Estate PlanningEstes SusanDecember 7, 2021Personal Finance, Estate Planning, Financial Planning, Gifting