It is tempting to think that the budget conflicts in Washington today are something new and different from an ongoing dialogue going on for at least 25 years and more. The most recent major discussion ...

Forbes contributors publish independent expert analyses and insights. Christine Fletcher writes about managing trusts and estates. On July 4, 2025, the One Big Beautiful Bill Act was signed into law.

The world of estate planning for farmers has changed dramatically after the passage of the One Big Beautiful Bill Act. This permanently increased the lifetime gift and estate tax exemption to $15 ...

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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 ...

Two retirees, both age 70, sit on roughly $3.5 million in combined assets: a paid-off home, traditional IRAs, a brokerage ...

An inheritance tax is a state levy on the assets an individual receives as part of an inheritance. The rules on inheritance ...

Lawyers and advisors to the wealthy share tax tactics from long-short equity strategies to front-loading charitable gifts.

Your retirement accounts are growing, you have life insurance through work, and maybe you own a home with some equity built ...