Media Summary: Attorney Andrew Bethel breaks down the new 00:00 - Intro 01:04 - The Annual Exclusion 01:58 - The Lifetime Exemption 03:20 - How These Work Together 05:08 - What Counts ... Happy New Year, and welcome 2026! In this episode, we will discuss the new figures for 2026 related to the Annual
2025 Gift Estate Tax Changes Explained - Detailed Analysis & Overview
Attorney Andrew Bethel breaks down the new 00:00 - Intro 01:04 - The Annual Exclusion 01:58 - The Lifetime Exemption 03:20 - How These Work Together 05:08 - What Counts ... Happy New Year, and welcome 2026! In this episode, we will discuss the new figures for 2026 related to the Annual Toby Mathis breaks down how to take advantage of the new 100% write-offs available under the latest In this video, we cover a sample Form 709 for the Attorney Andrew Bethel of Bethel Law explores the significant potential
CNBC's Sharon Epperson reports on news regarding