Read more about gifting rules: https://creativeplanning.com/education/article/the-rules-of-gifting-for-the-season-of-giving/

Read more about leaving a charitable legacy: https://creativeplanning.com/education/article/gifting-strategies-for-spending-down-assets/

Learn more about gifting to 529 education savings plans: https://creativeplanning.com/education/financial-planning/the-virtues-of-529-education-savings-plans/

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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