Displaying 2 items of More for Your Money with the tag "annual exclusion".
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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
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 25: Estate Planning: Navigating Gift Tax, Irrevocable Trusts, and More with Attorney Mike Vogel - 06/14/2025
June 14th, 2025 | 52 mins 50 secs
annual exclusion, asset protection, attorney advice, business entities, corporate structures, elder law, estate planning, estate tax exemption, family wealth, farm planning, financial education, financial flexibility, form 1041, form 706, form 706 portability, form 709, gift tax, gift tax return, irrevocable trusts, janesville attorney, law firm growth, legal counsel, lifetime exemption, llc, long-term care expenses, medicaid planning, mike vogel, nursing home costs, post-death matters, private pay, probate, s corporation, step-up in basis, tax knowledge, tax returns, trust administration, vogle law firm, wisconsin estate planning
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.