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2025 Year-End Financial Moves: QCDs, Gifting Strategies, and Estate Planning Tips
Manage episode 455366541 series 3563447
Вміст надано Blue Chip Partners, LLC, Blue Chip Partners, and LLC. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Blue Chip Partners, LLC, Blue Chip Partners, and LLC або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
As we near the end of 2024, you might consider making a Qualified Charitable Distribution, sharing wealth with a loved one, or revisiting your estate plan. In this clip from Blue Chip NOW!, our professionals discuss how and when to accomplish these tasks. Watch the full clip here. Watch the full episode here on Blue Chip FM to learn how you can save while you give this holiday season. Email us: Podcast@bluechipfm.com with your feedback and episode topic requests. Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
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