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It's the season of giving! Do you have a plan?
Gift-giving can be complex, but it doesn't have to be. Understand the rules and realities, and you can ensure your giving aligns with your long-term goals:
· In 2026, you can give up to $19,000 per recipient tax-free. Stay under this limit to avoid filing with the IRS.
· There's no limit on the number of people who can receive an annual gift.
· Married Couples can double the impact and gift up to $38,000 per recipient annually.
· The Washington state Estate Tax Exemption for 2026 is approximately $3 million (exact date dependent).
· Beyond annual gifts, your lifetime exemption in 2026 is $15 million.
Ready to extend your generosity?
John Lawrence, CWS®
Partner - Financial Advisor
Amanda Lenz
Partner - Financial Advisor
Catherine Cleveland
Financial Advisor
Nathan Joyner, CFP®
Paraplanner
Lael McIntosh
Client Service Associate