Tag: Annual Exclusion

We Want to Draft Your Legacy

When are You Required to File a Gift Tax Return?

May 5, 2022
When do you need to file a gift tax return? The IRS wants to know how much you are gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes.
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How Does Gift Tax Exclusion Work?

April 7, 2022
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
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Does Anyone Know Where Your Money Is?

December 1, 2021
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
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Tax Planning Strategies for 2021

March 23, 2021
Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several wealth transfer strategies that can be considered by those wanting to make gifts.
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