With Gratitude, From All of Us at Dismuke & Waters

At Dismuke & Waters, P.C., we are taking a moment this season to express our gratitude for our clients who trust us with their most personal and important matters, and for our dedicated team who bring integrity, compassion, and dedication to every case.

Each family, business, and individual we serve reminds us why we do this work. Your confidence in our firm allows us to keep growing and making a difference in our community.

As we head into the holidays, we simply want to say thank you for allowing us to be part of your story and for making Dismuke & Waters a place where purpose meets practice.

Making the Most of Lifetime Gifting Opportunities

The season of giving is the perfect time to revisit your lifetime gifting strategy to ensure your generosity benefits the people and causes you care about most. Current exemptions remain at historically high levels and will increase in 2026. 

Strategic gifting opportunities include: 

• Contributing to a 529 plan for a grandchild’s education
• Establishing a trust to protect and preserve family assets
• Supporting a favorite charity
• Using the Annual Gift Tax Exclusion 
• Gifting minority interests in a closely held entity
• And more

Each of these strategies can create a lasting impact while making the most of today’s exemption limits.

Create a Personalized Gifting Strategy

We’re here to help you plan with generosity and foresight. Contact us to create a gifting strategy that aligns with your goals and optimizes your current exemptions.