Lifetime Gifting
Think beyond birthdays and holidays—your gifts can have a lasting impact! In 2024, you can give up to $17,000 per person annually without gift tax. Plus, payments for educational and medical expenses are tax-free and unlimited. Consider setting up a 529 College Savings Plan for a family member or a Custodial ROTH IRA for a working teen. Lifetime gifting allows you to see the immediate benefits, whether it's helping with a home down payment or funding education. Incorporate lifetime gifts into your estate planning and witness the positive impact on your loved ones.
Give us a call so we can help you find the best gift option for your family.
