Long-Term Care Planning

6 Gifting Tips for Estate Planning [Video]

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6 Gifting Tips for Estate Planning

A comprehensive estate plan can ensure your hard-earned assets are transferred efficiently to your loved ones. In addition, combining estate planning with gifting strategies can yield many after-tax benefits and help you enjoy the retirement you deserve.

In this episode of The Jay Tyner Show, Eric Mattinson, Travis Lethco, and Matt Landon discuss 6 Gifting Tips for Estate Planning. Having worked with many of Semmax’s clients’ wealth management and retirement plans, they are well versed in helping you plan for your retirement, working hand-in-hand with unaffiliated estate planners.

▶︎ Still have questions? Contact us using the link to set up a 15-minute call with one of Semmax’s six fiduciary investment adviser representatives:

▶︎ To view the article referenced in this episode, visit:

▶︎ Click the link to get your complimentary copy of our featured booklet, “Are You Preparing For Rising Taxes?”:

These materials are for informational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal, or investment advice. Please consult a qualified professional before making decisions about your financial situation. Advisory services offered through Semmax Financial Advisors, Inc. a Registered Investment Advisory firm. Insurance products and services offered through Semmax, Inc. Tax services offered through Semmax Tax, Inc.

Past performance is not a guarantee of future results. All investments include some risk, including loss of principal.

Semmax, Inc. refers clients of Semmax Financial to Legacy Estate Services, an unaffiliated estate planning firm which contracts directly with attorneys to provide standard estate planning services at reduced rates for compensation. Any compensation will be specifically disclosed. For more information, please see Form ADV Part 2A, Item 10.

Long-Term Care Planning

--Schedule a FREE Initial 15 Min. Estate Planning Call Here: love comments & questions about my videos! I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ and share your thoughts or questions you had in the comments… PS if you liked the video, then it will mean so much if you hit the Like Button, The Subscribe Button, And The Notifications Bell so YouTube will continue to show you my new content each week 🙂 --We create Estate Plans that actually work when your loved ones need it most. Our firm's mission it to keep your family out of court and out of conflict should you die or become incapacitated. If you need help with your family's estate planning, then we should talk :). --Elliott Feldman is an Estate Planning attorney and the founder of the law firm, Elliott Feldman Law Group. On this channel, you'll find information on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, wills, trusts, power of attorney, medical power of attorney, selecting trustees and executors, living wills, and everything in between.--LISTEN TO THE PODCAST: Ohio Estate Planning and Probate ShowApple Podcasts: Podcasts: ME ON MY OTHER SOCIAL MEDIA CHANNELS:Instagram – – Business Page – – LAW FIRM ADDRESS:Elliott Feldman Law Group7155 Corazon Dr, STE 7Dublin, OH 43016(614) 618-4988 LAW FIRM ADDRESS:(Coming Soon)