Wealthy families rushed to give away large sums in light of changing tax rules. But a tax reprieve has many wanting to claw ...

Wealthy families rushed to give away large sums in light of changing tax rules. But a tax reprieve has many wanting to claw back the cash and property.

In most instances, giving each of your children $50,000 won’t cause you to owe any taxes, but some specifics apply to this assumption. The exception would be if all the gifts you give over your ...

Recent legislative developments, including the One Big Beautiful Bill Act (OBBBA) and the resulting expansion of the federal lifetime gift and estate tax exemption, have created a significant planning ...

With the Tax Cuts and Jobs Act (TCJA) sunset provision set to expire December 31, 2025, America’s wealthiest families may have just six months to transfer up to $28 million tax-free. Without ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. In the current political environment, it’s very likely the current ...

The sky did not fall after all. For all the handwringing and prognostication, wealthy families (and their advisors) breathed a sigh of relief with the passage of the One Big Beautiful Bill Act (OBBBA) ...

Our gift tax calculator estimates how much of your annual and lifetime exclusions will be used up by your gift, and whether you'll have to pay any taxes on it. Many, or all, of the products featured ...