It's important to stay informed about these new updates, especially when planning your finances, to ensure your retirement ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

The recently enacted One Big Beautiful Bill Act (OBBBA) brings sweeping and permanent changes to the federal estate, gift and generation-skipping transfer (GST) tax landscape. Most notably, it ...

Effective January 1, 2026, the federal estate and gift tax exclusion increases to $15 million per individual (or $30 million per married couple), with future adjustments for inflation. Although the ...

My husband and I have started giving money to my sister to help her out. It’s going to be about $30,000 a year for the next five or so years at least. Will this sum be more than the amount the IRS ...