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Patrick D. Newton's Guides

Patrick D. Newton
Hendersonville Estate Planning Attorney.
Contributor Level 7

Capturing an Annual Exclusion Gift to Spouse

Written by attorney Patrick Newton, about 2 years ago.

People with potential taxable estates should consider maximum utilization of the Annual Exclusion. The Annual Exclusion is an amount a person (the Donor) can give to another person (the Donee) without any gift tax consequences. The current Annual Exclusion amount is $13,000 per D...

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