Episodes
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Why Gifting Wealth From a $2M–$8M Portfolio May Be Simpler Than You Think
Gifting money to your adult children is sometimes simpler than many high-net-worth retirees realize. In 2026, the federal lifetime gift and estate tax exemption sits at 15 million dollars per individual, meaning the annual 19,000 dollar exclusion threshold usually just involves whether you need to file Form 709 with your tax return using up some of your $15M limit.