The pick-up tax allowed states to share in federal estate tax proceeds without increasing estate liability and was phased out ...

Here's a quick look at how estate and inheritance taxes work differently and impact your finances.

The federal estate tax exemption for 2025 is set at $13.99 million per person. This exemption allows individuals to transfer a substantial portion of their estate to heirs without incurring federal ...

Inherited assets from your loved one, whether in the form of cash, stocks or real estate, can be subject to inheritance taxes, depending on your relationship and inheritance value. While most states ...

How much money can you inherit before paying taxes? Inherited assets from your loved one, whether in the form of cash, stocks or real estate, can be subject to inheritance taxes, depending on your ...

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, ushered in significant federal tax changes. Below are several key provisions ultra-high-net-worth (UHNW) families and ...

The One Big Beautiful Bill Act, signed into law this Summer, permanently raises the federal estate and gift tax exemption to ...

Inherited assets from your loved one, whether in the form of cash, stocks or real estate, can be subject to inheritance taxes, depending on your relationship and inheritance value. While most states ...