Perhaps your daughter recently got married and you want to help her and her husband start their new life. Or maybe they ...

“One of the best ways to cut the amount of tax you have to pay is to make gifts during your lifetime,” says Sarah Coles, head ...

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Unless you have given away more than $13 million in your lifetime, a $75,000 gift will not trigger the federal gift tax.

Here are eight types of income that are free from federal taxes. Child support payments are nontaxable income for those who receive it, and shouldn’t be included as income when you file your taxes. If ...

By diversifying your retirement income sources to include some of these tax-free options, you can potentially lower your ...

The purpose of a gift in trust is to avoid gift/estate taxes, as there is a lifetime gift/estate tax exemption limit. For 2025, that limit is $13.99 million. There's also an annual gift exclusion ...

Whether you’re transferring property, or offering a monetary gift, being properly informed can save you significant amounts ...

Tax season isn’t the most joyful time of year, but it’s certainly one of the most important. With the filing deadline ...

a $75,000 gift will not trigger the federal gift tax. Using this for a down payment also does not affect the result. A financial advisor with estate planning expertise can help you navigate the ...