While adding a child to a deed may seem straightforward, the tax implications can be complex and long-lasting. Depending on ...

While the process of adding a spouse to a deed can be relatively simple, there are some tax implications that make it more ...

New estate tax rules and updated gifting limits give entrepreneurs fresh opportunities in 2026 to protect more wealth, reduce taxes and strengthen their financial legacy.

Giving a gift to a relative or friend can get you a gift in return from Uncle Sam in the form of future tax savings ...

Non-citizens who are not domiciled in the US are subject to US transfer taxes only in limited situations.

Welcome to Talking T&E for Advisors, where Trusts & Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth officer at Bryn Mawr Trust, take seemingly complex estate planning issues and ...

When you die and ownership of your retirement accounts transfer to beneficiaries, they may have to pay high taxes. Here's how to avoid passing on a tax bomb.

Frozen tax thresholds and pensions falling within the scope of inheritance tax will drag thousands more estates into losing ...

Standard deductions for HNWIs in 2026 is $16,100 for singles, $24,150 for heads of households, and $32,200 for joint filers. Modeling a standard deduction baseline also benefits households that ...

The One Big Beautiful Bill Act made significant changes in the tax benefits of charitable giving. The changes take effect in 2026 and should be considered in both long-term and short-term charitable ...

On July 3, 2025, Congress passed the One Big Beautiful Bill Act (“OBBBA”). This legislation was officially signed into law on July 4, 2025, and makes permanent a number of provisions first introduced ...

Industry jargon can turn understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.