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

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

The beginning of a new year means new estate and gift tax figures from the IRS! While there has been much uncertainty over the last few years regarding the estate and gift tax exemptions post-2025, ...

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 ...

The clock is ticking on one of the most generous estate-planning opportunities in U.S. history. Under current legislation, individuals can currently transfer up to $13.99 million, or $27.98 million ...

The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of portability aren’t well-known, and misunderstandings can cost an ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

This has been an interesting year for estate planning. What began as a year of uncertainty resolved itself on July 4, 2025 with the enactment of the One Big Beautiful Bill Act (OBBBA). This new law ...

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 ...

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.

Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...