The federal estate tax exemption for 2025 is set at $13.99 million per person. This exemption allows individuals to transfer a substantial portion of their estate to heirs without incurring federal ...

This article was originally published by Bloomberg Law. President Donald Trump’s massive tax-and-spending package requires attention from both individuals and estate planners to advance their estate ...

The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful Bill Act” into law, making many provisions of the Tax Cuts and Jobs Act ...

Due to the One Big Beautiful Bill Act, the federal estate tax exemption will increase to a new, “permanent” $15 million exemption as of January 1, 2026. At the end of 2025, the historically high gift, ...

The estate tax only applies in select circumstances. But when it does, this tax on the value of a deceased person's estate can result in a sizable bill. If President Trump's tax-and-spending bill is ...

The "Big Beautiful Bill" fundamentally reshapes the tax landscape for high-income earners. The estate tax exemption jumps to $15 million per person, state and local tax deductions quadruple to $40,000 ...

Although the “Big Beautiful Bill” raised the federal estate tax exemption to $15 million per person, state estate taxes have much lower exemptions in many states. Oregon is the lowest, with a $1 ...

For those who have a gut feeling that the richest Americans are getting richer while the rest of us are getting poorer or just treading water, the evidence is that they are right. Not since the start ...

Estate planning isn’t the sexiest topic on the planet, but it’s worth thinking about as you’re deciding how to pass on assets onto your beneficiaries. Sure, you want to ensure that your wishes are ...