The key to understanding the federal estate tax lies in the exemption threshold. For 2025, this threshold is set at $13.99 million for individuals. If your estate is valued at or below this amount, ...

A provision in the new tax code could change the way Americans pass down their homes, and the wealth tied up in them. The One Big Beautiful Bill Act (OBBBA) makes permanent what had previously been a ...

A new law makes major changes to the federal estate tax. Learn how the permanent $15 million exemption for 2026 and beyond ...

The recently enacted One Big Beautiful Bill Act (OBBBA) brings sweeping and permanent changes to the federal estate, gift and generation-skipping transfer (GST) tax landscape. Most notably, it ...

In this second installment of our multi-part series on the One Big Beautiful Bill Act (the “Act”), my colleague David Knutson and I discuss the changes made by the Act to the federal estate and gift ...

With the holidays around the corner, now is a prime time to consider whether gifting makes sense for you, and if so, to whom ...

The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the threshold to remain permanently high - but that does not take estate planning ...

Now more than ever, it's important to stay informed and keep abreast of federal estate tax legislation. What is commonly referred to as the "death tax" or the "inheritance tax," the federal estate tax ...

While the federal estate tax exemption rose to $15 million in 2025, New York’s exemption remains at about $7.16 million, with a “cliff” that heavily taxes estates just above that amount. Proper ...

For those who have a gut feeling that the richest Americans are getting richer while the rest of us are getting poorer or just treading water, the evidence is that they are right. Not since the start ...

For wealthy families—and especially those with significant real estate holdings—the change is a game changer. Before OBBBA, the exemption was scheduled to fall by nearly half in 2026, reverting to pre ...