Subtitle: Learn, apply, and ace gift-tax rules for CFP success.
Master per-donee shield, crush tricky scenarios, ace the CFP exam.
Turn one $19 k gift into $38 k—if you follow the rules.
Unlocking Unlimited Deductions for Spousal & Charitable Transfers 🔑
Unlocking Annual Exclusions with Present Interests in Trusts
🎁 Gift Strategically to Minimize Your Tax Burden and Maximize Wealth Transfer 🎁
Deep dive into probate and tax implications for CFP candidates 🏠📚
How to Leverage Contracts & Accounts to Sidestep Probate
Unlock Probate’s Secrets: Clarity, Costs, and Common CFP Pitfalls
Key Methods Explained Clearly for Your CFP Exam Success
Understanding how agents represent principals effectively—without costly mistakes!
How These Clauses Impact Inheritance and Taxes – Explained Simply!
![[CFP, Estate] 17, Mastering Present-Interest Gifts](https://images.unsplash.com/photo-1426604966848-d7adac402bff?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwxMHx8bmF0dXJlfGVufDB8fHx8MTc1MjA0MjA2NXww&ixlib=rb-4.1.0&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 16, Annual Gift Tax Exclusions](https://images.unsplash.com/photo-1631679706909-1844bbd07221?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwyfHxpbnRlcmlvcnxlbnwwfHx8fDE3NTIwMDIxOTB8MA&ixlib=rb-4.1.0&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 15, Splitting Gifts Between Spouses](https://images.unsplash.com/photo-1434030216411-0b793f4b4173?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwyfHxzdHVkeXxlbnwwfHx8fDE3NTIwMjI1NTh8MA&ixlib=rb-4.1.0&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 14, Marital and Charitable Deductions](https://images.unsplash.com/photo-1508739773434-c26b3d09e071?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwxfHx3YWxscGFwZXJ8ZW58MHx8fHwxNzQzMTE5NDkzfDA&ixlib=rb-4.0.3&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 13, Crummey Provision](https://images.unsplash.com/photo-1449247709967-d4461a6a6103?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwzOXx8bWluaW1hbHxlbnwwfHx8fDE3NDMwNTY1MjV8MA&ixlib=rb-4.0.3&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 12, Gifts and Gift Tax](https://images.unsplash.com/photo-1488590528505-98d2b5aba04b?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwyfHx0ZWNobm9sb2d5fGVufDB8fHx8MTc0MzA5MzkzMXww&ixlib=rb-4.0.3&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 11, Types of Property Ownership](https://images.unsplash.com/photo-1606787366850-de6330128bfc?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwzM3x8Zm9vZHxlbnwwfHx8fDE3NDMxMzMyNTV8MA&ixlib=rb-4.0.3&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 10, Avoiding Probate](https://images.unsplash.com/photo-1542709111240-e9df0dd813b4?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwyfHxkYXl8ZW58MHx8fHwxNzQyNjA2ODgyfDA&ixlib=rb-4.0.3&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 9, Probate](https://images.unsplash.com/photo-1520412099551-62b6bafeb5bb?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwzfHxwbGFudHxlbnwwfHx8fDE3NDI1NjYzOTV8MA&ixlib=rb-4.0.3&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 8, Methods to Transfer Property](https://images.unsplash.com/photo-1512621776951-a57141f2eefd?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwzfHxmb29kfGVufDB8fHx8MTc0MjYwNjQ5OXww&ixlib=rb-4.0.3&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 7, Power of Attorney](https://images.unsplash.com/photo-1618005182384-a83a8bd57fbe?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwxfHxhYnN0cmFjdHxlbnwwfHx8fDE3NDIwODI2Nzd8MA&ixlib=rb-4.0.3&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[CFP, Estate] 6, Will Provisions](https://images.unsplash.com/photo-1506619216599-9d16d0903dfd?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwzfHxtaW5pbWFsfGVufDB8fHx8MTc0MjA4MjY5OHww&ixlib=rb-4.0.3&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)