Estate taxes

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.

Projected brackets; the remote debate; relief and refunds; and other highlights from our favorite tax bloggers.

The Internal Revenue Service issued final regulations on consistent basis reporting between an estate and a person acquiring property from a decedent.

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

In a landmark decision earlier this year, the Supreme Court addressed the valuation of shares in closely held corporations for federal tax purposes.

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.