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IRS Raises the Limit on Tax-Free Lifetime Gifts

Beginning in 2014, the lifetime estate and gift tax exclusion (which was indexed for inflation in the 2013 Tax Relief Act) will rise to $5,340,000 from $5.25 Million for 2013. This is the limit on tax-free transfers during life or at death. This means that couples who have not yet made … Read more »

Larry Maddox in on Gifting to Grandchildren

Larry Maddox, President of Horizon Advisors, contributed to this article titled “Giving Money to Your Grandchildren” that appeared in a recent AARP bulletin. Horizon Wealth Advisors is a Houston based fee-only wealth management firm. Horizon is a fiduciary advisor. We specialize in helping successful individuals and families understand, organize, and … Read more »

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