Q: My wife and I own two real estate properties. We plan on leaving those properties separately to our two sons when we pass. We would like to make sure that we minimize any related federal taxes ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...

I noticed this tweet from a wealth adviser: “The greatest perpetuator of U.S. wealth inequality is the stepped-up basis rule. Basically, when you die, all the capital gains on your assets (home, ...

Selling real estate can result in a significant profit, but it may also trigger capital gains taxes depending on whether the ...

Tucked away in the American Families Plan, is a proposal to change the way capital gains taxes are paid on estates when people pass away. This seemingly small revision to a tax rule called stepped up ...