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Estate and Gift Tax Planning: End-of-Year Tips to Act On Now

Estate and Gift Tax Planning: End-of-Year Tips to Act On Now

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December 2023

Estate and gift tax planning can get fairly complicated, which is why it’s always a good idea to have a trusted financial planner who can assist with these matters. From understanding maximum annual gift exclusions to lifetime exemptions, there’s a lot to keep in mind when it comes to estate and gift tax planning.

With the end of 2023 quickly approaching, now is a good time to be proactive about gifting accordingly to reduce one’s estate and planning for the future. Specifically, five things can be done now to reduce or eliminate gift and estate taxes not just for 2023 but in the future as well.

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