Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption ...

For trusts and estates professionals, the big question is what will happen to the estate tax exemption with President Donald J. Trump in the White House? “Everything else is all minor stuff,” said ...

Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, marketing, and the impact of technology on contemporary arts and culture.

Section 1202 of the Internal Revenue Code provides one of the most valuable tax benefits available to entrepreneurs and investors who own ...

I placed a three-story building on Euljiro that I owned into a will-substitute trust for my son five years ago. While I am ...