@Carl - Bit of a misleading entry I think - Because the OP has only 2 heirs and presumably is designating only them as estate beneficiaries, you wrote (correctly in that narrow context): "When *you* die, your heirs can receive a maximum of $5.2M each"
- However, another casual reader might misunderstand that any one beneficiary might receive that amount with no Form 709 liability to the Estate, or previously to the donor. It might be better to point out that it is the donor's limitation in 2018 of $11.18 million [ or 2X $5.6 million of Lifetime Gifts], and in 2019 $11.4 million [or for two heirs, $5.7 million each].
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