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 ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider ...

If education is a priority, a 529 plan is a powerful way to help. The IRS allows you to “front-load” five years’ worth of annual exclusion gifts into a single year — up to $95,000 per donor in 2025.

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

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

The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of portability aren’t well-known, and misunderstandings can cost an ...