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2025 Year-End Financial Moves: QCDs, Gifting Strategies, and Estate Planning Tips
Manage episode 455366541 series 3563447
A tartalmat a Blue Chip Partners, LLC, Blue Chip Partners, and LLC biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Blue Chip Partners, LLC, Blue Chip Partners, and LLC vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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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