Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...

Big generosity does not always trigger a big tax bill. Under federal rules, several categories of large gifts are completely ...

When it comes to taxes, making your gift by Dec. 31, 2025, may allow you to maximize the tax benefit under the older rules ...

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.

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

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

New Tax Rules: Income the IRS Won’t Touch in 2025 From financial gifts to Roth withdrawal rules, here’s what income stays tax-free under the new Trump 2025 tax bill, and some information on what’s ...

Michael and Susan Dell’s donation made news for a lot of reasons. Here’s what you need to know about private foundations, ...