The Tax Cuts and Jobs Act of 2017 (TCJA) significantly increased the lifetime estate and gift tax exemption from $5.6 million to $11.18 million for individuals, with adjustments for inflation starting ...

Separately, the lifetime gift and estate tax exemption (the amount you can transfer over your lifetime and at death before paying federal estate or gift tax) is scheduled to rise to an ...

Estate and gift tax rules are shifting quickly, and the window to lock in today's generous exemptions is closing as the 2026 ...

Transferring property to a family member can be a meaningful gesture, whether it’s a gift, part of an estate plan, or a strategic financial choice. However, understanding the tax implications is key ...

Q: A friend is buying his parents’ home. He is using an online lender. He doesn’t have a real estate agent, and there is no ...

On July 4, 2025, President Trump signed a new tax law, Section 70106 of H.R. 1, which creates a new $15 million “permanent” federal estate and gift tax exemption, effective for estates of decedents ...

The value of an asset at the time of a transfer is the key component to the United States’ transfer tax system. Gratuitous transfers during lifetime are considered gifts, while transfers as a result ...

Don’t let an unknown tax future catch you unprepared. That’s the message I have for Americans ahead of a tax change set to impact millions of us. When enacted in 2017, the Tax Cuts and Jobs Act (TCJA) ...

Traditional estate planning focused on what happens after death—writing wills, minimizing estate taxes, and transferring assets to heirs. Modern estate planning takes a different approach: Immediate ...