Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. When the first of two spouses dies the survivor can safeguard the ...

The U.S. tax code is generous when it comes to passing down money to heirs tax-free, and it has only become more so under the new tax law. But for married couples to obtain the full benefit, there is ...

Estate and gift tax rules are shifting quickly, and the window to lock in today's generous exemptions is closing as the 2026 changes approach. I focus here on eight concrete estate tax tactics that ...