How the 2026 Gift Tax Exclusion Lets You Transfer Wealth Tax-Free

In this episode of The Tax Strategy Podcast, Lucas and Luna explain the 2026 annual gift tax exclusion — the $20,000 per person per year you can give away without filing a gift tax return. They break down how it works, why it's a simple but powerful estate planning tool, and how it interacts with the estate tax exemption that's set to be cut in half in 2026. They cover the mechanics, the paperwork, and practical strategies for using it to reduce a taxable estate. If you've ever wondered how to pass wealth to family or friends without triggering taxes, this episode gives you the concrete numbers and rules you need. #GiftTax #EstatePlanning #TaxStrategy #WealthTransfer #AnnualExclusion #2026Tax #EstateTaxExemption #Finance #Business #FexingoBusiness #BusinessPodcast #TaxPodcast #MoneyTips #FinancialLiteracy #EstatePlanningTips #Giving #TaxPlanning #Inheritance Keep every episode free: buymeacoffee.com/fexingo