The pick-up tax allowed states to share in federal estate tax proceeds without increasing estate liability and was phased out ...

Here's a quick look at how estate and inheritance taxes work differently and impact your finances.

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 ...

Building your wealth requires smart investing. But if you plan to pass assets on to heirs, you also need to understand how tax laws impact your legacy. In 2025, several key changes to estate and ...

The grieving process is always challenging. But for many families, the slow legal process of distributing an inheritance compounds emotional pain with financial uncertainty. When pressing needs for ...

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, ushered in significant federal tax changes. Below are several key provisions ultra-high-net-worth (UHNW) families and ...

The One Big Beautiful Bill Act, signed into law this Summer, permanently raises the federal estate and gift tax exemption to ...