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    Aug 24 12

    Gift Tax Exclusion Fundamentals

    Newport Beach Law Firm

    You can give away as much as $13,000 during the year to anyone you
    want—and to as many people as you choose—without any tax considerations. These
    gifts can be to family members, friends or even complete strangers.

    Gifts are thought to be simple. But
    if you are serious about making savvy wealth transfers to loved ones, then the
    annual gift tax exclusion is an important tool.

    For some straight answers on
    gifts and gift taxes, The Wall Street
    Journal
    recently examined the “Basics of the Gift-Tax Exclusion.”

    While the original article
    doesn’t offer exhaustive advice, it provides practical pointers you can use.
    After all, anything related to tax planning can have hidden complexities.

    Once you conquer the basics and
    have a long-range plan in play, a gifting program can be one of the most
    powerful, reliable, and comparatively simple wealth transfer strategies.

    Contact Meier Law Firm to discuss how you can implement gifting into your estate planning.

    Reference: The Wall
    Street Journal
    (August 4, 2012) “Basics of the Gift-Tax Exclusion.”




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    phone: 949.718.0420 e-mail: office@meierfirm.com