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Browsing Tag

estate tax

4 posts
PPersonal finance
Grandparents Can Move $190,000 Per Grandchild Out of Their Estate in One Afternoon, Tax-Free, With One Election on One Form
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Grandparents Can Move $190,000 Per Grandchild Out of Their Estate in One Afternoon, Tax-Free, With One Election on One Form

  • August 2, 2026
Quick Read Married grandparents can superfund a 529 with $190,000 per grandchild, removing it from their taxable estate…
PPersonal finance
Retiring at 62 With $1.5 Million Means Navigating a $6,000 Annual Gap and Three Years Without Medicare
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A Couple With $4 Million Discovers State’s Estate Tax Could Cost Heirs $280,000

  • May 23, 2026
Quick Read Twelve states and D.C. impose their own estate taxes with exemption thresholds far below the $15…
PPersonal finance
Aliss Higham
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How Inheritance, Estate Taxes Are Changing Across US States

  • February 20, 2026
Inheritance and estate taxes—sometimes dubbed “death taxes”—remain one of the most uneven features of the American tax system.…
PPersonal finance
The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries
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The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries

  • August 13, 2025
Estimates predict that the transfer of wealth from baby boomers to the next generations will be in the…
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