Episode 8 – Gifting & Estate Planning Explained

In this episode, Hannah Cannon joins Dave Shaffer to break down the ins and outs of gifting—what’s allowed, what’s reportable, and how it fits into estate and Medicaid planning. 

 

^{Disclaimer: Episode recorded before passage of the One Big Beautiful Bill Act and the extension of the current federal estate tax exemption to $15M in 2026.}