In a situation where estate taxes are very likely to be much higher than capital gains taxes, it may be desirable to make a “completed gift” out of the trust maker’s gross estate and ...

Editor’s note: This is part 10 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

Families are often able to build up a substantial net worth through owning property, like a farm, or a small business.

Estate tax treaties between the U.S. and foreign countries help foreigners with U.S. assets. They do not help U.S. citizens or "domiciliaries"; taxed on worldwide assets.

Key changes in estate and gift tax exemptions and valuation rules for 2025 offer expanded benefits, though some are temporary: Estate and gift tax exemption: The lifetime exemption rises to $ ...

Yet rich parents often want to give more. Here are the (sometimes barely legal) ways they get it done. A trust distributes ...

The federal estate and gift tax exemption changes from year to year. The current combined federal estate and gift tax exemption amount of $13.99 million per person ($27.98 million per married ...

The IRS has released new inflation-adjusted figures that can impact your estate and gift planning. These numbers seem like a lot to sift through, ...

For many farm and ranch families, bringing children or grandchildren into the operation is the ultimate goal. Successfully ...

So the value of gifting in 2025 for federal estate tax savings comes from gifting above 7MM but less than 14 million, unless the client is willing to pay a gift tax. This article will detail ...

Tax season can feel overwhelming, especially for baby boomers who may be navigating retirement plans, investment portfolios ...