The One Big Beautiful Bill Act (OBBBA) updates estate, gift and charitable rules, raises exemptions and adjusts SALT ...

Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...

Gifting real estate to the next generation comes with rules. Financial experts explain the monetary limits before you end up ...

A key rule is that the giver is responsible for any tax, not the recipient. But most people never owe any gift tax because of ...

That’s because the nil-rate band protects up to £325,000 per person (so up to £650,000 for a couple as you can inherit your ...

If you want to help your kids get ahead with a cash or asset gift, there are a ton of tax consequences you’ll need to be ...

Imagine you have $50,000 to give to your daughter and her husband for a down payment on their new home. The question is, will ...

A lesser-known method is gaining attention, gifting mutual fund units to relatives to legally reduce, or in some cases ...

More than 14,000 British households are being sent unexpected tax bills by HMRC for breaking the seven-year gift rule. HMRC ...

Financial expert Lance Morgan reveals why $19,000 is the magic number for boomers helping their kids financially. Here's how ...

The final weeks of the year offer some of the most valuable opportunities to lower your upcoming tax bill, but only if you ...

Giving gifts can be a way to pass on wealth and reduce the inheritance tax bill on your estate but do it wrong and you could ...