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FAQ's: Who Pays the Taxes? Estate & Gifting Questions You Need Answered

FAQ's: Who Pays the Taxes? Estate & Gifting Questions You Need Answered

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 In this FAQ-style episode of The Great Wealth Transfer, host David Pulcini, CFP®, tackles the most common questions he's getting at the gym, soccer games, and lunch tables—from gifting rules to estate tax traps. You’ll learn:
  • Who pays the taxes when you gift $50,000 to your kids?
  • What happens if the estate tax exemption gets cut?
  • Should you put your house into a trust?
  • Will your kids owe taxes when they inherit your IRA?
  • What happens if you die without a will?
  • Why your beneficiaries on accounts matter more than your will.
David also shares real-life stories and examples, including how one family avoided 14 months of probate by properly using a trust—and another lost everything to a distant cousin.

Whether you're planning for retirement, building generational wealth, or just want your estate to be simple and smooth—this is an episode you don’t want to miss.

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