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Giving Without Having to Pay Taxes

🧠 Did Yinz Know… you can give way more than $19,000 to someone—without paying gift tax? That $19K is only the annual exclusion. Anything above it just nibbles at your lifetime gift & estate exemption(currently $13.99 million per person—or $27.98 million for married couples thanks to portability). So if you want to help your son with a $30K down payment or bless a grandchild with $50K: 1️⃣ Gift the first $19K—no return, no tax. 2️⃣ File a simple gift‑tax return for the remainder (so the IRS tracks it). 3️⃣ Pay zero tax unless your lifetime gifts ever top that giant exemption. Why track it? Tax laws change. Today’s $14 million shield could shrink tomorrow. Smart planning keeps generosity—and your own future—safe. ❤️✈️ Give while you’re living, but remember the “oxygen‑mask” rule: make sure the gift fits your overall financial plan first. 👉 Wondering how much you can give without derailing your goals? Let’s run the numbers. Send us a message today! #DidYinzKnow #GiftTaxMyth #GiveGenerously #FinancialStewardship #BeratungAdvisors #GenerationalPlanningforYinz