Smart Giving & Legacy Planning: Tax-Wise Gifting and Inheritance

Learn practical, tax-smart strategies for gifting and inheritance to help protect what you’ve built and pass it on with purpose. This course explores key issues that can affect your financial estate during your lifetime and after death, and highlights current investment and estate-planning approaches used to reduce taxes and maximize what goes to your family and the organizations you care about. Ideal for anyone who wants to transfer assets in the most tax-wise way possible.