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The Latest Breaking News from Estate Taxes

Here’s Why Your Estate May Face Heavier Taxes Than Billionaires

When you start thinking about what happens to your assets after you’re gone, estate taxes can become a real concern. Many people assume that only the ultra-wealthy need to worry about these taxes. In reality, your estate may face heavier taxes than that of billionaires, and it can seriously impact…

Budget and the Bees

Is Your Roth IRA Still Protected From Estate Taxes in 2025?

For years, many people assumed that passing down a Roth IRA to their heirs was a tax-friendly move that wouldn’t trigger hefty estate taxes. But as tax laws evolve, so does the answer to whether your Roth IRA is still protected from estate taxes in 2025. Roth IRAs remain attractive…

The Free Financial Advisor

7 Estate Plan Updates That Must Be Made Before 2026

Estate planning isn’t just for the wealthy. It’s for anyone who wants to make sure their wishes are followed and their loved ones are protected. The rules around estate taxes and inheritance are changing soon, and waiting could cost you. If you haven’t looked at your estate plan in a…

The Free Financial Advisor

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10 Inheritance Plans That Triggered Unexpected Taxes

Everyone loves the idea of a windfall inheritance—until the IRS shows up. Inheritances often come with emotional baggage, but sometimes the financial baggage is even worse. Poor planning, outdated strategies, or just plain ignorance of tax law can cause a well-meant gift to backfire.

Everybody Loves Your Money

7 Tax Mistakes That Made Inheritances Disappear Overnight

Inheriting money or property should feel like a blessing. But for many families, it turns into a nightmare. Taxes can eat up a huge chunk of an inheritance if you make the wrong moves. Some people lose almost everything overnight because of simple mistakes. These errors are easy to make,…

Clever Dude

8 Tax Filings That Put Family Trusts Under Review

Family trusts are a powerful tool for protecting assets, reducing estate taxes, and managing wealth across generations. But just because a trust is legal doesn’t mean it’s immune to IRS scrutiny. In fact, certain tax filings can trigger reviews, audits, or even penalties, especially when red flags pop up. Whether…

Clever Dude

Why These 10 States Are Getting Brutal on Estate Taxes

For decades, estate taxes were primarily a concern for the ultra-wealthy. Most families never had to worry about their inheritance being taxed because federal exemptions...

Saving Advice

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Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit

Here's how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes and other deductions and credits.

Kiplinger

7 Inheritance Clauses That Now Trigger Federal Review

Estate planning has grown more complex. Now, federal agencies pay closer attention to wealth transfers. Certain clauses in a will or trust can raise red flags. This may prompt scrutiny from the IRS or the Treasury Department. The government aims to prevent tax evasion and other illegal transfers. Let’s look…

Budget and the Bees

10 Retirement Loopholes That Make the IRS Sweat

Retirement planning is all about building security and preserving wealth, but sometimes, it’s also about finding creative ways to keep more of what you’ve earned....

Saving Advice

12 Ways to Protect Your Legacy From 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…

The Free Financial Advisor

Is Your Estate at Risk? The Five Trusts You May Be Missing

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

Kiplinger

Three Actions to Protect Wealth Transfer Amid Tax Uncertainty

How should families plan to pass on their wealth amid ongoing uncertainty over estate taxes? Even if TCJA provisions are extended, they might still be temporary.

Kiplinger

How to Avoid These Five Costly Tax Mistakes That Many Retirees Make

Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement.

Kiplinger

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Kiplinger

Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets

Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.

Kiplinger

Changes to Estate Tax Are Coming... Six Options Congress Could Take

An important estate tax change is looming. Here are six ways that Congress might address estate taxes in 2025.

Kiplinger

Gift and Estate Tax vs Capital Gains Tax: Which Is Less?

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.

Kiplinger

Repeal the Death Tax? These Are the Taxing Trade-Offs

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.

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Kiplinger

How to Protect Your Digital Assets From Estate Tax

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.

Kiplinger

How to Handle Irrevocable Trust Assets Tax-Efficiently

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?

The Independent UK

With home prices up more than 50%, some states try to contain property taxes

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

Kiplinger

How Life Insurance Can Help You Preserve Your Wealth

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

Kiplinger

Estate Planning: Who Needs a Trust and Who Doesn’t?

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.

Kiplinger

One Way to Secure Your Child’s Inheritance in an Uncertain Tax Future

Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?

The News Lens

Marcos-era Torture Victims Try To Derail Son’s Candidacy in Philippine Vote

The younger Marcos refuses to address the atrocities committed when his father was in power and has repeatedly dismissed questions from local reporters about the billions of dollars in unpaid estate taxes that the family owes the government.

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