Alex discusses a powerful financial strategy that can help you transfer wealth to the next generation while minimizing taxes.

Alex explains how Intrafamily Loans and the Annual Gift Tax Exclusion can be combined to create a smart wealth transfer plan.

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✍ SHOW NOTES & RESOURCES ✍
- Show Notes: https://onedegreeadvisors.com/2023/09...
- 9 Best Questions to Ask a Financial Advisor in 2023:    • 9 Best Questions to Ask a Financial A...  
- Applicable Federal Rates: https://www.irs.gov/applicable-federa...

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0:00 - Intro
0:45 - Intrafamily loan
1:47 - Annual Gift Tax Exclusion
2:27 - Combining Intrafamily loan and the annual gift tax exclusion
3:46 - Tip 1: Work towards fairness
3:57 - Tip 2: Weigh the repercussions of delinquency or default
4:07 - Tip 3: Create a paper trail