Understanding Estate and Gift Taxes: Key Insights and Planning Tips

Semmax Semmax Certified Financial Planner®, Matt Landon, CFP®, explores the impact of gifting, from navigating tax complexities to the joy of selfless generosity. He untangles the history and purpose of estate and gift taxes, offering strategies to give wisely within legal limits. Ultimately, Landon emphasizes the power of giving beyond materialism, building a legacy through kindness that echoes long after the final bow.

Listen now

Listen on Apple Podcasts
Listen on Audacy
Listen on Spotify
Listen on Spotify

Recent Episodes

Retirement Quiz

Take the Semmax Retirement Quiz to determine if you are ready for retirement and better understand what stage you’re in on the road to retirement.

The information contained herein is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein.

Insurance Products guarantees are subject to the financial strength and claims‐paying ability of the issuing company, and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.

Links are provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website to which you are linking.

As seen in these publications and on these channels