Estate Taxes

Estate & Gift Taxes

The 2023 "Gift and Estate Tax Exemption" amount is $12,920,000 for a single person, or $25,840,000 for a married couple.…

2 years ago

What is the Annual gift tax exclusion and do I need to do it?

The benefit of gifting the annual Gift Tax Exclusion is to move money out of your estate without estate tax.…

2 years ago