Federal estate and gift tax rules are poised for a major shift in 2026, affecting how much wealth families can transfer ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

Wondering if you’ll owe federal gift tax in 2025? You’re probably in the clear. Most people never pay the gift tax thanks to generous annual and lifetime ...

With 2025 drawing to a close, the tax landscape looks very different from where we stood just 12 months ago. The passage of the One Big Beautiful Bill Act (OBBBA) has rewritten several key components ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. In the current political environment, it’s very likely the current ...

The current $13.61 million estate and gift tax exemption is set to drop by half after 2025 unless Congress acts. High-net-worth families are using strategies like trusts, outright gifts, and valuation ...

With the Tax Cuts and Jobs Act (TCJA) sunset provision set to expire December 31, 2025, America’s wealthiest families may have just six months to transfer up to $28 million tax-free. Without ...