If you had a loved one who died last year, you may be faced with the need to file taxes for an estate or a trust. When a ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. When the first of two spouses dies the survivor can safeguard the ...

The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of portability aren’t well-known, and misunderstandings can cost an ...

Many people may feel taxed to death, but it's actually more than that. After you die, there may still be taxes to pay. Death can be a tax-triggering event. And there are two you should be aware of: ...

Wealthier Americans need to keep an eye on the federal estate tax exemption amount, which is an important factor in any estate plan. However, the exemption amount is adjusted for inflation each year, ...