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Pure Perspective

A blog to empower your financial wellbeing and security

Planning Ahead: Sun Setting Gift Tax Implications

2/20/2024

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Isn’t it surprising how fast the sun sets?  How a good thing can quickly disappear? 

It is important to note that changes are on the horizon.  The current estate and gift tax exemption law is scheduled to sunset at the end of 2025. After that, the exemption amount will revert to the prior law of 2010.  


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    Welcome to our Pure Perspective blog, designed to provide insights, information, and options for you to consider whether you are beginning your financial journey, accumulating wealth and assets, or supplementing in your retirement years. Through decades of serving multiple generations, we have served as a sounding board, a guide, and advisor when critical decisions needed to be made. 

    This blog is to serve as an additional resource of insight that can only come from pure perspective gained over decades serving generations. 

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  • Home
  • WHY US
    • Generations Strong
    • Family Centric
    • Pure Perspective Process
    • Planning Integrity
    • Productive Know-How
    • Circle of Influence
    • Lead by Example
    • Agile Solutions
    • Future Focused
  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
      • Inspired Retirees
      • Multi-Generations
      • Philanthropic Singles
      • Rainmakers
      • Suddenly Single
      • Young Professionals
    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
  • GIVING BACK
  • OUR TEAM
  • NEWS
  • CONNECT