The Daily Overview on MSN
Your year-end tax and estate planning checkup just got urgent
Tax and estate planning is always a year-end ritual, but this time the stakes are higher. A sweeping federal overhaul, new ...
In 2025, the federal estate tax exemption is $13.99 million per individual estate. In 2026, this exemption will increase to ...
Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...
The One Big Beautiful Bill Act (OBBBA) updates estate, gift and charitable rules, raises exemptions and adjusts SALT ...
The 2020 pandemic is a boom time for estate planning lawyers as ultrawealthy Americans rush to update their wills, fearing post-election tax changes.
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. On July 4, 2025, President Donald Trump signed into law the ...
Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...
Forbes contributors publish independent expert analyses and insights. Christine Fletcher writes about managing trusts and estates. People with second homes might not give much thought to the estate ...
Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...
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