Wealthier Americans need to keep an eye on the federal estate tax exemption amount, which is an important factor in any estate plan. However, the exemption amount is adjusted for inflation each year, ...

The key to understanding the federal estate tax lies in the exemption threshold. For 2025, this threshold is set at $13.99 million for individuals. If your estate is valued at or below this amount, ...

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 ...

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 current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful Bill Act” into law, making many provisions of the Tax Cuts and Jobs Act ...