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Question

Where can I learn more about tax-free gifting options?

Answer

Mercer Advisors covers annual exclusion gifts, gifts to spouses and charity, and direct payments for tuition and medical bills in “Tax-Free Gifting in 2026: What Financial Givers Should Know.” Talk with your wealth advisor for guidance specific to your situation.

Related FAQs

Is there still a reason to act now that the exemption is permanent?

Should I gift appreciated assets if my heirs lose the step-up in basis?

Can I use my exemption and still keep access to the assets?
Estate Planning Tax Planning Impact of New Laws OBBBA Generational Wealth Year-Round Tax Planning FAQs
Last Updated Oct. 14, 2026
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