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Gifting Assets…Doesn’t Apply to Me…Oh, Yeh?

by Ron Blair | Oct 14, 2022 | Video Commentary

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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Financial planning offered through Personal Benefit Financial.Rountree & Associates doing business under Personal Benefit Financial is not affiliated with Kestra IS or Kestra AS.Neither Kestra IS nor Kestra AS provide tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures

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