What Are the 2025 Updates for Estate Planning and Gift Taxes?

💰 What Are the 2025 Updates for Estate Planning and Gift Taxes? 🏡
Planning to pass on wealth to your heirs? The 2025 updates bring greater flexibility to estate planning and gift taxes, helping you preserve more of your legacy. In this episode of Elevate Wealth, Clarke Holt and Deanne Rosso break down the latest changes and how you can take advantage of them.
In This Video, You’ll Learn:
✅ Increased estate tax exclusion of $13.99 million for 2025 - pass on more tax-free!
✅ Annual gift tax exclusion rises to $19,000 per recipient.
✅ How to structure gifts and plan your estate with tax efficiency in mind.
🌟 If you’re looking to create a tax-efficient strategy for transferring wealth, we’re here to help. Visit elevate-wealth.com and click “Let’s Talk.”
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