2025 Annual Exclusion. The gift tax annual exclusion (also simply called the annual exclusion) was also changed in 2025 and will be increased to $19,000. The 2025 annual exclusion amounts provide an excellent opportunity for effective estate planning and wealth transfer strategies.


2025 Annual Exclusion

This generally means that an estate of a decedent who dies in 2025 with combined assets and prior taxable gifts in excess of. Learn how to help your clients make the most of it now.

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