Curious how much is inheritance tax? Most states don’t impose it, and those that do often provide exemptions to help reduce or eliminate the tax burden.

With multiple provisions of the One Big Beautiful Bill Act (OBBBA) now in effect, both individuals and business owners are ...

For everyone, the annual gifting limit is still at $19,000 per person, but everyone can also use their lifetime credit while living. There are a few other income tax things that are new, but on the ...

A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.

Like many Americans, I sometimes find myself unimpressed with the U.S. Congress. I realize they have a tough job balancing the interests of a country as large and diverse as the U.S. Yet, the ...

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