Key changes in estate and gift tax exemptions and valuation rules for 2025 offer expanded benefits, though some are temporary: Estate and gift tax exemption: The lifetime exemption rises to $ ...

The April 15 tax filing deadline is approaching, which also marks the due date for filing a gift tax return if you made ...

You, as the gift giver, pay this tax. Due to the gift tax’s exemptions, it also generally applies only to the very wealthy. But if you need additional help navigating and planning for the gift ...

In fact, most families will never have to worry about either the gift tax or the estate tax thanks to gifting exemptions that are adjusted upward every year to account for inflation. In 2024 ...