A new federal estate tax exemption allows individuals to transfer up to $15 million in tax-free assets to heirs.

The recently enacted One Big Beautiful Bill Act (OBBBA) brings sweeping and permanent changes to the federal estate, gift and generation-skipping transfer (GST) tax landscape. Most notably, it ...

The federal estate and gift tax exemption changes from year to year, and prior to the passing of the One Big Beautiful Bill (OBBB), there was concern that the high exemption amount would “sunset” and ...

The holiday season is upon us. Black Friday deals are already being released (with each year deals seeming to start earlier and earlier). Some people have already started their holiday shopping.

For wealthy families—and especially those with significant real estate holdings—the change is a game changer. Before OBBBA, the exemption was scheduled to fall by nearly half in 2026, reverting to pre ...

The IRS offers a significant opportunity for individuals to pass on substantial wealth without incurring federal estate taxes, thanks to a generous exemption threshold. In 2024, estates valued up to ...

The U.S. federal estate tax has come a long way since 2000, when the exemption level was set at $675,000. The amount has increased greatly over the past quarter century. Americans who die in 2025 may ...

An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries directly, while separate estate taxes may apply before assets are distributed.

Estate and gift tax rules are shifting quickly, and the window to lock in today's generous exemptions is closing as the 2026 changes approach. I focus here on eight concrete estate tax tactics that ...

Don't let death taxes surprise your heirs. Learn the difference between estate and inheritance taxes and how to plan for them ...

For those who have a gut feeling that the richest Americans are getting richer while the rest of us are getting poorer or just treading water, the evidence is that they are right. Not since the start ...