Annual Gifting Amount

The maximum annual gifting amount to each individual remains $14,000 for both 2016 and 2017.  Spouses combining gifts can give a total of up to $28,000 to a single individual.  You can make gifts to multiple people in a single year. Additionally, Read More

Annual Exclusion Gifts to Minors

Gifts are an important tool in estate planning.  Annual exclusion gifts are one of the most frequently used means of transferring wealth to the next generations.  There are a number of possible tools for making annual exclusion gifts to minors: gifting outright, gifting Read More

Estate Planning Annual Exclusion Gifts

Many financially secure individuals choose to share the  wealth during their lifetime through estate planning gifts.  These gifts can have the advantage of reducing estate taxes while permitting the donor to enjoy seeing the benefits of their gifts during their lifetime. Rules Read More

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