Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

What if a husband and wife own a home together that increases in value by $500,000. When one spouse dies and the other owns the property themselves, do they receive a step-up in basis? Or do they only ...