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INDEPENDENT MEANS

Giving

Giving to family

Helping family during your lifetime lets you see the difference it makes. This chapter covers how to give, how much you can afford to, and how to keep the gifts within the tax rules.

2 episodes · 71 min

  1. Giving while you can see it

    · Inheritance Tax, Giving · 38 min

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  2. Gifts out of income, done properly

    · Inheritance Tax, Giving · 33 min

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All of Giving

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The Brief

A letter from Luke and Anick on the first Sunday of the month: what changed, what it means, and what we would do. Nothing to buy, no follow-up call, and you can leave with one click.

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