Topic
Lifetime Gifting Strategies
Articles, guides, and analysis from Perissos Private Wealth on lifetime gifting strategies — a hub for everything we've published on this topic.
Pillar guide
Lifetime Gifting Strategies for Families With $10M+
lifetime gifting strategies: With the federal estate tax exemption rising to $15 million per person in 2026, high-net-worth families must evaluate lifetime gifting vs. step-up in basis at death to optimize wealth tran...
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Dynasty Trusts: Building Wealth That Lasts Generations
June 16, 2026 22 min
Discover how the 2026 tax landscape affects dynasty trusts and multi-generational wealth transfer. Learn how these structures manage GST exemptions and long-term asset protection.
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Annual Exclusion Gifts: Stacking 529s and UTMAs
June 15, 2026 19 min
annual exclusion gifts: A guide to coordinating education savings and custodial gifts while navigating the 2026 annual exclusion limits to avoid unintended gift tax consequences.