Annual Exclusion Increases to $16,000

Good news – the federal annual gift tax exclusion amount increases to $16,000 per individual as of January 1, 2022.

If you have questions about your Georgia estate planning or the benefits to your family from this gift tax exclusion increase, contact us today for a consultation. Available to meet in person, via Zoom, or over the phone. We are conveniently located not far from Perimeter Mall in Dunwoody, Georgia. Happy New Year to all! It’s a great time of year to re-look your estate planning documents to make certain they are current, properly reflect your wishes, and address your concerns. We are getting lots of questions about trusts due to increased time to probate during COVID.

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