Estate Planning News

Explore the 2025 tax law changes, new estate tax reliefs, and opportunities for high-income earners in estate and tax planning.

The IRS can grant retroactive QEF election in case of professional oversight, offering relief to taxpayers with foreign investments.

Estate planning is back in the limelight with Trump’s new tax reforms. What does this mean for your wealth transfer strategy?

Unpacking L-Day: A deep dive into the changes to Inheritance Tax and Property Reliefs, and what they mean for you and your estate.

Oregon’s Rep. Mannix is pushing for ballot initiatives to tighten pretrial release and end estate tax. Your signature could shape legislation.

Learn how inheritance tax impacts your unused pension funds and death benefits in our easy-to-understand guide on estate planning.

New tax laws could offer big tax breaks for the wealthy. Understand the implications and how to strategize your estate planning.

The GENIUS Act could revolutionize estate planning. Discover how Ethereum might become a key player in your inheritance strategy.

State Rep. Kevin Mannix is making waves in Oregon with his bid to change estate tax laws. Will he succeed?

An intriguing look into a Probate Court violation in Indiana and its implications on litigants and trusts.

Explore the new approach to estate planning: preserving what truly matters and ensuring its proper transfer.

Find out how a ballot initiative to end Oregon’s estate tax could impact local wealth, business, and public services.

Discover how the One Big Beautiful Bill Act can double your estate tax exclusion amount and give a head start to your children’s inheritance.

Discover how the One Big Beautiful Bill Act reshapes estate planning with increased tax exclusions and enhanced savings opportunities.

Uncover how the One Big Beautiful Act boosts estate tax breaks for the wealthy and why you should keep an eye on state laws.

Discover what Florida’s proposed probate rule amendments could mean for your estate planning. Stay informed and prepared for potential changes.

Unpack the impact of recent estate tax changes and discover practical tips to plan your financial future.

Navigate the tricky terrain of cross-border estate planning. Don’t leave your heirs a puzzle, leave them a roadmap.

A new ballot initiative in Oregon, if passed, could eliminate the state’s estate tax, potentially changing the estate planning landscape.

Discover ways to safeguard your IRA and trust assets from a beneficiary’s potential divorce, while understanding the tax implications.

Explore how the One Big Beautiful Bill Act impacts estate planning strategies, including key changes in tax deductions.

Oregon’s estate tax debate heats up with a new ballot initiative aiming to end the tax. Will Oregonians vote differently this time?

Unlock significant tax savings and enhance estate planning with non-grantor trusts. Explore how to maximize SALT deductions under new tax laws.

Discover how the Big Beautiful Bill could be a game-changer for wealthy retirees. Learn to navigate tax benefits and preserve your wealth.

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Discover why only a fraction of people have a trust and why hiring a trust lawyer is crucial in the trust creation process.

Unpack the impact of the 2025 Tax Law on your estate plan and learn why it’s time for a reevaluation.

Navigate the maze of estate planning with ease. Learn how the Big Beautiful Bill impacts your strategy and discover practical tips to adapt.

Fear death and taxes no more! Discover how a new legislative bill is changing the game for family offices in estate planning.

Did you know the $15M estate tax threshold can now help you transfer wealth to your heirs tax-free? Learn how this change impacts your estate planning!

Inheriting a fortune? Learn how the Republican megabill’s estate tax exemption could let you keep it all tax-free.

Stay ahead of the curve with our essential guide to the latest OBBBA changes impacting high-net-worth individuals’ estate planning strategies.

The GOP proposes a plan to allow larger tax-free wealth transfers, impacting estate planning and the preservation of generational wealth.

Did you know a recent Medicare data incident may impact your estate planning? Here’s what you need to know and how to protect your information.

Learn about the Social Security overpayment recovery plan and how it could cut your benefits in half. Find out your options and how to manage these changes.

Unlock potential savings on estate taxes and increase the wealth you pass on with smart planning.

Warren Buffett’s $6 billion donation to various charities sets a powerful example of philanthropic estate planning in action.

Uncover the hidden complexities of US estate tax law and its potential impact on foreign investors with US-based property.

Family farmers and business owners are taking Reeves and the Treasury to court over a significant Inheritance Tax reform. Could you be next?

Navigating through the implications of the proposed tax bill extending breaks for wealthy estates. What does it mean for you?

Demystifying the recent changes in tax law and their impact on estate planning – a must-read for anyone with substantial assets!

Navigate 2025’s tax deadlines with ease. Get your comprehensive tax ‘to-do’ list for a stress-free estate planning process.

The GOP’s ‘One Big Beautiful Bill Act’ could redefine your estate planning. Find out how this new tax law could impact you.

Explore how the Trump Megabill alters the landscape of estate tax, potentially encouraging wealth hoarding across generations.

Discover how the new tax bill impacts your estate planning strategies. Understand the changes and stay ahead of the game.

Repealing the estate tax may not be the boon for the wealthy it appears to be. Find out why this law change could complicate their estate planning.

Discover how the ‘death taxes’ looming in 2025 could impact farm families, and why estate planning has never been more crucial.

What will the expiration of key TCJA provisions mean for estate taxes in 2025? Discover how this might impact your estate planning strategies.

Peter S. Gordon is the newly appointed president of ACTEC. Discover what this could mean for future estate planning strategies and regulations.

Explore how Oregon’s estate tax reform can impact individuals, not just the wealthiest but also many middle-income families.

Discover how the Trump Tax Cut Law’s changes to Roth conversions can impact your estate planning and what steps you should consider next.

Understand the projected 2025 tax laws and how they could influence your estate planning and retirement strategies. Stay ahead and plan smartly!

Uncover the tax implications of the impending Great Wealth Transfer. Understand the potential impact on you and how to prepare for it.

Discover how estate and inheritance taxes vary by state and learn how to navigate this complex financial landscape.

Discover the impact of the 2025 ‘One Big Beautiful Bill’ on estate tax exemptions and how it could save your estate from hefty taxes.

Navigating the complex world of estate/gift and GST exemptions? Learn how to safeguard your assets amidst uncertainty.

Meet Susan D. Snyder, the newly announced president of The American College of Trust and Estate Counsel (ACTEC).

The 2025 tax landscape is shifting. Understand these changes for better estate planning and secure your financial future.