By law every American can gift $18k annually, to anyone they want, completely gift, estate and income tax free. Many are reluctant to use their gifting allowance for several reasons:

* Because the gift is irrevocable, they incorrectly believe that the asset is unavailable to them during the balance of their life.
* They erroneously believe that if they give the gift today, they could run out of money.
* They mistakenly believe that the gift must be given to the beneficiaries in spendable cash now and therefore will lessen their incentive to work.
* They don’t understand the power of The Gift Tax Leverage Strategy.

In this week’s episode I will explain how proper gifting will not only give the giver fulfillment during their life, it can produce generations of powerful, productive people. I will also show you how to leverage your annual gifts to the max.


Chapters 

00:30 – Toy Story – The Woody and Andy saga
02:00 – The power of leveraged gifting
03:25 – Never run out of money and fly first class forever
04:20 – 2024 annual gift allowance = $18,000 to as many people as we want
05:45 – Gift Tax Leveraged Strategy (GTLS)
06:15 – GTLS example:  Couple age 65, annual deposit of their combined annual $36k gift to one child = $3,000,000 TAX FREE estate
8:30 – Call 1-888-892-1102 to receive your personal example of The Gift Tax Leveraged Strategy
9:00 – Wealth Creation Strategy Table
11:00 – Next episode topic revealed – How to Solve The Long-Term Care Crisis


Learn more:
* Wealth Creation Strategy Table
* Estate Planning Made Easy website

* shop.empez.com, use discount code:  EPMEZ  to receive a 50% discount
* The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips
* Generational Wealth Strategies newsletter

Contact:
Estate Planning Specialists at 888-892-1102
The Durfee Law Group at 480 324-8000

By law every American can gift $18k annually, to anyone they want, completely gift, estate and income tax free. Many are reluctant to use their gifting allowance for several reasons:
* Because the gift is irrevocable, they incorrectly believe that the asset is unavailable to them during the balance of their life. * They erroneously believe that if they give the gift today, they could run out of money. * They mistakenly believe that the gift must be given to the beneficiaries in spendable cash now and therefore will lessen their incentive to work. * They don’t understand the power of The Gift Tax Leverage Strategy.
In this week’s episode I will explain how proper gifting will not only give the giver fulfillment during their life, it can produce generations of powerful, productive people. I will also show you how to leverage your annual gifts to the max.
 Chapters 
00:30 – Toy Story – The Woody and Andy saga 02:00 – The power of leveraged gifting 03:25 – Never run out of money and fly first class forever 04:20 – 2024 annual gift allowance = $18,000 to as many people as we want 05:45 – Gift Tax Leveraged Strategy (GTLS) 06:15 – GTLS example:  Couple age 65, annual deposit of their combined annual $36k gift to one child = $3,000,000 TAX FREE estate 8:30 – Call 1-888-892-1102 to receive your personal example of The Gift Tax Leveraged Strategy 9:00 – Wealth Creation Strategy Table 11:00 – Next episode topic revealed – How to Solve The Long-Term Care Crisis
  Learn more: * <a href="https://answersforelders.com/wp-content/uploads/2024/04/EPMEZ_ep6_table.png">Wealth Creation Strategy Table</a> * <a href="https://epmez.com/">Estate Planning Made Easy</a> website
* shop.empez.com, use discount code:  EPMEZ  to receive a 50% discount * <a href="https://shop.epmez.com/products/the-10-most-common-estate-planning-mistakes-and-how-to-avoid-them-4th-edition">The 10 Most Common Estate Planning Mistakes</a>, 4th Edition, by David T. Phillips * <a href="https://www.generationalwealthnewsletter.com/offer/generational-wealth-retirement-and-estate-survive/?source=GWRES30&amp;step=2">Generational Wealth Strategies newsletter</a>
Contact: Estate Planning Specialists at 888-892-1102 The Durfee Law Group at 480 324-8000

Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts & Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.

With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allow you to keep your wealth in the family. In 1994, David, wrote the best-selling book, Estate Planning Made Easy. Thirty years later it is the theme of his new podcast. While the task can seem somewhat daunting and intimidating, estate planning can actually be easy if you know the “how to’s” and the “why’s.” 

Tune in each Wednesday for a new episode of Estate Planning Made Easy with your host David T. Phillips.

Main website link: https://epmez.com
YouTube Channel Link: https://www.youtube.com/@estateplanningspecialists2789
Store link: https://shop.epmez.com/
GWS Newsletter Sign-up Link: https://shorturl.at/zHJOZ

Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts &amp; Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.
With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allow you to keep your wealth in the family. In 1994, David, wrote the best-selling book, Estate Planning Made Easy. Thirty years later it is the theme of his new podcast. While the task can seem somewhat daunting and intimidating, estate planning can actually be easy if you know the “how to’s” and the “why’s.” 
Tune in each Wednesday for a new episode of Estate Planning Made Easy with your host David T. Phillips.
Main website link: <a href="https://epmez.com/" data-saferedirecturl="https://www.google.com/url?q=https://epmez.com&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw0qALRXTJVyOinBloImKnxF">https://epmez.com</a> YouTube Channel Link: <a href="https://www.youtube.com/@estateplanningspecialists2789" data-saferedirecturl="https://www.google.com/url?q=https://www.youtube.com/@estateplanningspecialists2789&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw1nzSPsC1Y_nXu8iCUYcPNA">https://www.youtube.com/@estateplanningspecialists2789</a> Store link: <a href="https://shop.epmez.com/" data-saferedirecturl="https://www.google.com/url?q=https://shop.epmez.com/&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw1SjDCRxiUlsGjJOeW8TOYs">https://shop.epmez.com/</a> GWS Newsletter Sign-up Link: <a href="https://shorturl.at/zHJOZ" data-saferedirecturl="https://www.google.com/url?q=https://shorturl.at/zHJOZ&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw0pwzLkGPEVthRyd7l4olm2">https://shorturl.at/zHJOZ</a>

Estate Planning Made Easy

By law every American can gift $18k annually, to anyone they want, completely gift, estate and income tax free. Many are reluctant to use their gifting allowance for several reasons. In this week’s episode I will explain how proper gifting will not only give the giver fulfillment during their life, it can produce generations of powerful, productive people. I will also show you how to leverage your annual gifts to the max.

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