Estate Planning Secrets: How to Gift Money Tax-Free
Discover smart estate planning strategies on the latest episode of No Lazy Money on WJR, where Ryan Ermanni sits down with Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth to break down how to gift money to loved ones while you’re still living and do it in a tax-efficient way.
Learn practical tips on annual gift limits, lifetime exemptions, and how to avoid common mistakes that can cost families thousands.
Whether you’re thinking about helping your kids, supporting grandkids, or planning your legacy, this episode covers what you need to know to make confident financial decisions. Tune in for expert insights, real-world examples, and more on building wealth with purpose on No Lazy Money.
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Listen to the full episode here: