New “permanent” $15 million exemption offers a sense of stability, but also complicates traditional estate planning strategies. With fewer automatic sunsets and more political friction required for future changes, planners and families must reevaluate their assumptions and consider a more nuanced, tax-efficient approach to lifetime giving and wealth transfer.

If you hold real estate in Joint Tenancy with a spouse, and the survivor of you sells a property after a death, you'll be over taxed.

Tips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.

Instead of focusing on estate tax reform, or the "billionaire tax," the current focus proposes increased taxes on incomes over 10 million.

Discussion of the potential loss of the step-up in basis and resulting planning strategies.

Biden's American Families Plan did not include provisions to expand estate taxes, and instead focused on capital gains.

It is critical that your assets be properly integrated with your living trust. Here's how to do it.

There are a number of estate planning strategies that can help preserve your assets, promote the transfer of wealth, and lessen the tax...

People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a...

Estate planning for farmers and ranchers can involve many pitfalls for the unwary. First mistake: some farmers think they don’t have to...

Estate planning attorneys advise meeting about how the Tax Cuts and Jobs Act could affect your taxes. If you haven’t had a talk with your...

There’s a time limit on the current opportunity for tax-free giving. It expires after tax year 2025 (unless Congress alters the...

When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make...

Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people...

Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....