How to Transfer Wealth to Family Without Unnecessary Tax

https://inkmeridianx.com/s/HDSxbLn7N3AMjptAUYdij

I’ve been looking into ways to pass assets to my kids without triggering a big tax hit. Using the annual gift exemption and setting up a trust seem like smart moves. Also, making gifts from surplus income rather than capital can keep things efficient. It’s worth talking to a planner to make sure it’s done right.