Most people won’t owe gift tax in 2025 or 2026. Learn the annual limits, lifetime exemption, when Form 709 is required, and how to give tax-free.

Imagine you have $50,000 to give to your daughter and her husband for a down payment on their new home. The question is, will ...

The federal estate and gift tax exemption changes from year to year, and prior to the passing of the One Big Beautiful Bill (OBBB), there was ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

The beginning of a new year means new estate and gift tax figures from the IRS! While there has been much uncertainty over the last few years regarding the estate and gift tax exemptions post-2025, ...

New federal tax changes for 2026 may affect what families may owe and the refunds they may receive. The IRS has released new updates on thresholds affecting families, including the child tax credit, ...

Our gift tax calculator estimates how much of your annual and lifetime exclusions will be used up by your gift, and whether you'll have to pay any taxes on it. Many, or all, of the products featured ...

The sky did not fall after all. For all the handwringing and prognostication, wealthy families (and their advisors) breathed a sigh of relief with the passage of the One Big Beautiful Bill Act (OBBBA) ...