A new BNY Wealth survey finds affluent families are delaying wealth transfers as longer lifespans, complex assets, and ...

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to ...

Learn what constitutes an estate, the essentials of estate planning, and how to draft your will to effectively manage asset distribution and minimize taxes.

Welcome to Talking T&E for Advisors, where Trusts & Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth officer at Bryn Mawr Trust, take seemingly complex estate planning issues and ...

The rising federal estate, gift and generation-skipping transfer tax exclusion amounts means that fewer estates are subject to death taxes (absent state estate taxes) upon an elderly family member’s ...

Real estate offers unique income and estate tax advantages, according to a UBS Wealth Management analysis. Strategies include depreciation, LLCs, self-directed IRAs, trusts, and more. Strict IRS rules ...

NEW YORK, NY - Property owners considering transferring real estate to family members in New York can face significant ...

Missing one of these New York State quirks can be especially hazardous because they’re unique to New York – people reading ...

The Illinois estate tax rate is graduated and goes up to 16%. However, it is only applied on estates worth more than $4 ...