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Perspective Advantages

Articles, tips, illustrations & podcasts that can give you a perspective advantage…from Janiczek®

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positive and negative impact of gifting money to your children

Gifting Money to Your Children: Tax, Financial and Psychological Implications to Consider

May 11, 2023
Our clients often say that they would like to gift to their children now, before they pass, when their children are building a foundation and can significantly benefit from the added support. Gifting money to family members can be a great way for high-net-worth individuals to transfer wealth to future generations. However, it’s important to approach the process with a well-informed strategy to ensure that you’re maximizing the benefit and minimizing potential concerns. At Janiczek Wealth Management, we believe that it is important to consider the tax implications, affect to your overall financial plan, as well as the psychological consequences on the recipient when gifting money to family members. Gift Tax Considerations One of the primary considerations for high-net-worth individuals when gifting money to family members is the gift tax. The gift tax is a tax on the transfer of property or money from one person to another without receiving something of equal value in return. Currently, the annual exclusion amount for gift tax is $17,000 per recipient. A married couple filing jointly can each give $17,000 ($34,000 total) to an individual in one year without incurring a gift tax. It’s also worth noting that the gift tax is applied […]
Forbes Best Advisors Denver

Janiczek Wealth Management Named to Forbes’ List of Best Wealth Advisors 2023

April 11, 2023
Volitle markets during inflationary times

Investment Conditions and Outlook

April 9, 2023

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