A Q&A on the potential 2026 estate, gift, and generation-skipping transfer (GST) tax changes and how counsel should approach ...

When planning for tax implication upon death, most client questions revolve around the Federal Estate and Gift Tax and the ...

Imagine your child is getting married and you want to help pay for their wedding. You’ve been saving for years and now have ...

A recent Tax Court order highlights the gift and estate planning opportunities afforded when a senior family member makes ...

Giving your child money toward a down payment can help them save money and borrow less when buying a home. This can be especially helpful when they're dealing with soaring home prices and ...

Here are some important points to keep in mind: (1) Federal Gift Tax Exemption. As of January 1, 2025, you are able to make individual gifts of up to $19,000 in the calendar year (an increase from ...

The federal gift tax only applies to highly affluent people who give away millions of dollars in assets or property over the course of their lives. If you want to give a child $30,000 to help pay ...

The potential impacts of proposed Trump-aligned tax reforms on estate planning means families and advisors must proactively plan for changes such as estate tax repeal or modification, to preserve ...

Desperate times for retirement security require desperate measures. That’s why I summoned the Supreme Grand Poohbah.

2. The annual federal gift-tax exemption also sunsets on Dec. 31, 2025. Under the annual gift tax exemption, you can give away a certain amount of money (or property value) each year, per ...