))
2025 Year-End Financial Moves: QCDs, Gifting Strategies, and Estate Planning Tips
Manage episode 455366541 series 3563447
Innhold levert av Blue Chip Partners, LLC, Blue Chip Partners, and LLC. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Blue Chip Partners, LLC, Blue Chip Partners, and LLC eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
As we near the end of 2024, you might consider making a Qualified Charitable Distribution, sharing wealth with a loved one, or revisiting your estate plan. In this clip from Blue Chip NOW!, our professionals discuss how and when to accomplish these tasks. Watch the full clip here. Watch the full episode here on Blue Chip FM to learn how you can save while you give this holiday season. Email us: Podcast@bluechipfm.com with your feedback and episode topic requests. Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
…
continue reading
Click here for important disclosure information.
Click to schedule a call: Blue Chip Partners.
Listen to our weekly market analysis podcast on your favorite platform by clicking here.
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here.
Stay financially savvy by reading our blog. Click here.
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here.
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here.
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here.
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
65 episoder
Del
