Tax and estate planning is always a year-end ritual, but this time the stakes are higher. A sweeping federal overhaul, new ...

The One Big Beautiful Bill Act (OBBBA) updates estate, gift and charitable rules, raises exemptions and adjusts SALT ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As the 2025 legislative session unfolds, wealthy families, their advisors, ...

Key changes in estate and gift tax exemptions and valuation rules for 2025 offer expanded benefits, though some are temporary: Estate and gift tax exemption: The lifetime exemption rises to ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Several new tax measures, ranging from higher taxes on dividends for small businesses to tighter rules for some insurance-based structures, are clearly aimed at tightening the tax system on several ...

Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...