Estate taxes

The agency pushed back required minimum distributions for most beneficiaries again for 2023, but the old "stretch" strategy is long gone.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

The bequests can actually result in a bigger tax burden for heirs, which is why such transfers may not be the best way to protect wealth.

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Grantor-retained annuity trusts thrive in a volatile stock market. Here are the lucrative tax reasons.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

The CEO of The Williams Group breaks down the many complicated factors involved with discussing generational wealth transfers.

Build Back Better legislation contains provisions that, collectively, would cause seismic changes in the estate planning world.

Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.