The April 15 tax filing deadline is approaching, which also marks the due date for filing a gift tax return if you made ...

Wealthy individuals often pay less in inheritance taxes than we expect. Learn how tax exemptions, trusts, and legal ...

Given the changing nature of the exemption, many Canadians with heirs in the U.S. would be wise to think about planning to help future generations side-step the U.S. estate, gift or GSTT taxes ...

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for ...

“One of the best ways to cut the amount of tax you have to pay is to make gifts during your lifetime,” says Sarah Coles, head ...

Super rich people may avoid paying more than $160 billion in taxes every year, the Treasury says. Here are six strategies they use to do that.

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

The wealthiest people in the U.S. could see major tax hikes next year, sending high-net worth clients to financial planning ...

First, a brief review of the rules governing assessments. For example, U.S taxpayers are responsible for filing annually ...

Real estate is also generally subject to probate or estate administration tax before an executor of a will can transfer the property or sell and distribute the cash proceeds from the property to a ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...