Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. In the current political environment, it’s very likely the current ...

When a loved one leaves you a life estate in land that has natural resources (like timber, minerals, or natural gas), you receive the right to use ...

With the enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act), individuals now have the ability to gift up to $5.12 million (increased ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Life insurance can be an excellent estate planning tool to ensure succession, provide for loved ones, and create liquidity in your estate. However, understanding the estate duty implications of life ...

Although the “Big Beautiful Bill” raised the federal estate tax exemption to $15 million per person, state estate taxes have much lower exemptions in many states. Oregon is the lowest, with a $1 ...