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

The federal estate tax exemption for 2026 has been increased to $15 million per person. Learn what this means for wealth ...

The exemption for people who pass away in 2026 is $15 million (up from $13.99 million for the 2025 tax year). Married couples ...

Federal estate and gift tax rules are poised for a major shift in 2026, affecting how much wealth families can transfer ...

The beginning of a new year means new estate and gift tax figures from the IRS! While there has been much uncertainty over the last few years regarding the estate and gift tax exemptions post-2025, ...

Forbes contributors publish independent expert analyses and insights. Christine Fletcher writes about managing trusts and estates. On July 4, 2025, the One Big Beautiful Bill Act was signed into law.

While the federal estate tax exemption rose to $15 million in 2025, New York’s exemption remains at about $7.16 million, with a “cliff” that heavily taxes estates just above that amount. Proper ...

The holiday season is upon us. Black Friday deals are already being released (with each year deals seeming to start earlier and earlier). Some people have already started their holiday shopping.

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 ...

The Legislature is looking again this year at the state's estate tax and may alter it because of a ballot initiative that ...