The OBBBA was passed by Congress by means of the so-called “reconciliation” process, thereby obviating the need to garner 60 ...

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

The federal estate tax exemption for 2026 has been increased to $15 million per person. Learn what this means for wealth ...

For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Nov 30, 2024, 08:17pm EST Nov 30, 2024, 08:27pm EST Choosing a ...

Discover ChatGPT’s step-by-step roadmap to organize your money and estate in just one year. This plan can help you avoid ...