Year-End Tax Planning - Part 1 [Gifting & Estate Planning]
Over 300 years ago, Ben Franklin coined the phrase, “In this world, nothing is certain except death and taxes.” While that might be true, we do have the ability to manage the latter with thoughtful planning. In this “Life Well Planned” video, The Mahoney Group’s Kristen Koluch share how gifting strategies may be able to accomplish both estate planning and tax planning goals.
