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Gifting Money

Gifting Money

On this week’s podcast, Jeff welcomes Trilogy Financial Advisor, Mike Loo to the studio.  Mike gives us insight on what to do when parents gift money to children or grandchildren.

 

If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.,

Mike Loo, MBA

Mike Loo

Vice President of wealth management

Jeff Motske, CFP®

Jeff Motske®

president & CEO

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