Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March, changes how the step-up in basis ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Estate planning has long been about building and preserving wealth, minimizing taxes and ...

For individuals preparing to exit highly appreciated assets, a CRT-ILIT plan can convert a taxable sale into a powerful legacy strategy.

For clients waiting to see if Congress will extend or cut the lifetime gift and estate tax exclusion next year, setting up an irrevocable trust now can be a base-covering estate planning option. Katie ...