Displaying 1 Episode of More for Your Money with the tag “5-year look-back period”.
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Episode 35: Attorney Mike Vogel on Estate Planning, Gift Tax, and Irrevocable Trusts - 08/23/2025
August 23rd, 2025 | 52 mins 50 secs
5-year look-back period, annual exclusion, asset protection, c corporations, corporate formalities, corporate work, elder law, estate planning, federal gift tax, federal reserve, fiduciary, form 1041, form 709, interest rates, irrevocable trusts, lifetime exemption, llcs, long-term care expenses, market update, medicaid planning, mike vogle, operating agreements, portability, s corporations, step-up in basis, tax knowledge, trust administration, vogel law firm
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