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 ...

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 ...

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 ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...

This article discusses some strategies that married taxpayers can use to manage their estate tax liability by creating certain types of trusts. During the past 10 years, the federal estate tax has not ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. With President Trump’s victory, and Republican control of the Senate ...