The OBBBA flipped the script on planning by permanently raising the lifetime exemption to $15 million and including income ...

Estate planning isn’t a one-time event — it’s a moving target. With gift and estate tax laws in flux and even “permanent” reforms often lasting no more than a decade or an administration, families are ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

Explore how tax relief programs can help you lower your tax bill and settle debts. Learn about deductions, credits, and ...

If a client will be claiming a significant amount of tax deductions or credits in 2026 — including RRSP contributions or child care and medical expenses — they can apply to the Canada Revenue Agency ...

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

The estate pays estate tax before assets are distributed, while inheritance tax is paid by the beneficiaries who receive the ...

An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries ...

Lilly Whale, an associate in the private client team at RWK Goodman, a law firm, says that while it is not unusual, receiving ...

Will there be any costly penalties or taxes associated with using the POD method?” (Photo subjects are models.) - /iStockphoto I have a very modest sum in my CD, checking, and savings accounts ...

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, ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The new year 2026 or straightforward concept. number 2026 written on the road ...