Estate taxes

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

The deal values closely held Fisher Investments at $12.75 billion and is part of the founder's estate planning, according to the firm.

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

In a change that may affect financial advisors and tax professionals' clients, the agency reversed course on a position it took seven years earlier.

Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.

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.