🏡 Inheritance: Two Key Dates to Give Tax-Free in 2025 🎁
Looking to pass on part of your estate to loved ones without incurring inheritance or gift taxes? In 2025, two key opportunities allow you to do so legally: a birthday and Christmas.
💡 By following the "customary gift" rule, you can give gifts or money proportional to your wealth (typically up to 2% of its value) without facing tax implications. These gifts, made during family or social occasions, are neither taxable nor counted toward your estate for inheritance purposes.
🎁 Customary gifts can include cash, jewelry, cars, artwork, or other valuable items. It’s a thoughtful way to delight your loved ones while efficiently managing your estate planning.
👉 Make the most of these opportunities to share your wealth without tax burdens.
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