Daniel Masuda Lehrman, a certified financial planner and owner of Masuda Lehrman Wealth, recommends a cash inheritance be ...

The key to understanding the federal estate tax lies in the exemption threshold. For 2025, this threshold is set at $13.99 million for individuals. If your estate is valued at or below this amount, ...

This unique policy can be an ideal option for those looking to leave a legacy, support their heirs, or manage estate taxes. When planning your estate, it’s important to understand how taxes may affect ...

If you pass away and leave property, money or possessions to a loved one, your estate may owe a tax to the government. While there is no federal inheritance tax, some states do require that some ...

Even the most careful tax planning can go awry after you die – perhaps you forgot to update your will after getting remarried ...

Each week, in our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on topics submitted by readers. This week, she’s looking at questions on estate and gift taxes. ...