An intergenerational transfer of wealth is in motion in America — and it will dwarf any of the past.Of the 73 million baby boomers, the youngest are turning 60. The […]
Inheritance and Estate Taxes
Trending topics and news from the Inheritance and Estate Taxes category
Back to news homeProposed Tax Changes Focus on the Wealthy
So how do you define who’s wealthy?The latest proposed tax changes from the House Ways and Means Committee essentially say a wealthy individual is someone who earns $400,000 a year […]
Biden Tax Proposal Keeps Financial Advisers Busy
Mr. Biden has cleared up some issues for the middle class in his proposal. He has recommended an exemption of $1 million on the capital gains of assets transferred to […]
The Estate Tax May Change Under Biden, Affecting Far More People
Tax policy used to be fairly boring and predictable. But in the past decade, it has become dynamic in a way that tax advisers don’t like: It changes with the […]