In this webinar we walk through key gifting and estate planning strategies to help you make the most of current gifting opportunities while aligning your estate plan with your long-term goals.
Here’s what we cover:
- 2025 Gift Tax Rules: A breakdown of the annual exclusion ($19,000 per recipient) and the updated lifetime exemption
- Gifting in Estate Planning: How gifting plays a role in multigenerational wealth transfer and legacy building
- Tax-Efficient Giving Strategies: Including 529 plan super funding, direct tuition and medical payments, and gifting appreciated assets
- Form 709 Reporting: When the gift tax return is required and common mistakes to avoid
- Advanced Gifting Techniques: A brief look at strategies such as irrevocable trusts
- Special Considerations for HNW Families & Business Owners: We’ll cover scenarios of families and business owners showcasing examples of impact and alignment with long-term goals.
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