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Tax Benefits Articles

Home→Tax Benefits

Tax Benefits

Explore tax benefits in estate planning. Learn how trusts, gift strategies, and charitable giving can help minimize taxes and preserve more wealth for your f...

How much can I give away tax-free each year to reduce my estate taxes?

You can give up to $19,000 per person per year without triggering gift taxes or using your lifetime exemption. This means a married couple can give twice that amount to each recipient annually. These gifts remove assets from your taxable estate while allowing you to see your beneficiaries enjoy the money during your lifetime. Any unused annual exclusion cannot be carried forward to future years.

New IRS Proposal for Child Tax Contributions Explained

New IRS Proposal for Child Tax Contributions Explained

Discover how new IRS regulations can benefit your family financially with $1,000 contributions for eligible children.

SimplyTrust EditorialMarch 6, 2026

Optimizing Tax Benefits from the Big Beautiful Bill for Wealthy Retirees

Optimizing Tax Benefits from the Big Beautiful Bill for Wealthy Retirees

Discover how the Big Beautiful Bill could be a game-changer for wealthy retirees. Learn to navigate tax benefits and preserve your wealth.

SimplyTrust EditorialJuly 16, 2025