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and Company

Certified Public Accountants and Consultants

Estate and Gift Taxes

The maximum gift without tax that you may give in 2011 and 2012 to one individual is $ 13,000.

If a person gifts more than $ 13,000 to an individual, this is called a lifetime gift and regulations must be followed.

There’s a $5 million unified federal estate and gift tax exemption for individuals who died or made gifts in 2011.

There’s a $5.12 million unified federal estate and gift tax exemption for individuals who died or made gifts in 2012.