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Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

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

Biden’s 2023 budget could be DOA, but advisors still have to shepherd clients tired of yet another round of talk about tax increases.

The bill would raise the required age to begin withdrawing money from retirement accounts to 75 from 72.

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

R. David Yost and his soon-to-be-former son-in-law are slugging it out in court over allegations of tax evasion.

Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.