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  • What is Wealthnest
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  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren Huntsman
    • Angelo Abante
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
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Tag Archive

Below you'll find a list of all posts that have been tagged as “gift tax”

gift tax Arizona

Knowing When To Gift

2 things keep the IRS’ hands out of most people’s financial pockets: the annual gift tax exclusion and the lifetime …

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gift taxtax planning and financial planning
gift tax Chandler Arizona

The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion

There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel …

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gift taxTax Planningtaxes
estate planning chandler AZ

The Gift Tax? Questions of Life or Death

The Tax Cuts and Jobs Act raised the lifetime exclusion limits for estate and gift taxes from roughly $5.5 million …

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estate planninggift taxgifting
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