The Latest Breaking News from Estate Taxes

Leaving a legacy is about more than just passing down money—it’s about ensuring your loved ones are cared for and your values live on. But taxes can take a big bite out of what you leave behind if you don’t plan ahead. Knowing how to protect your legacy from taxes…

You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.

Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed.

Getting rid of the death tax (aka the estate tax) might sound like a great idea, but more people could pay higher taxes under the capital gains tax regime.

Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation.

Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?

Rising home values have led to higher real estate taxes around the US. Now many states are looking to provide relief to frustrated residents

Life insurance not only provides liquidity for your family to cover immediate expenses after you pass, but it also can minimize estate taxes.

Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.