More for Your Money

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.