Sourced developments, connected to lasting explanations
Follow federal tax legislation, IRS and Treasury guidance, state-law changes, court decisions, retirement-account rules, and trust-planning developments. Each update names its publisher and links to the original source.
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Latest verified updates
These core estate planning documents will spare your loved ones from court hassles and help ensure your financial and medical wishes are carried out.
PublisherKiplinger
Receiving an inheritance in your 50s or 60s? Find out how to use the Great Wealth Transfer to buy back your time, pivot careers or fund family memories.
PublisherKiplinger
Joy Taylor answers questions from readers on federal and state estate taxes.
PublisherKiplinger
Bryn Mawr Trust’s Jamie Hopkins details the pros and cons of putting an inherited IRA into a charitable remainder unitrust.
PublisherWealthManagement.com
Successfully transferring generational wealth means preparing heirs, protecting your assets and treating estate planning as an ongoing family conversation.
PublisherKiplinger
Higher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.
PublisherKiplinger
You can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.
PublisherKiplinger
BakerAvenue Wealth Management of Chicago said it will expand its tax preparation and estate planning services.
PublisherFinancial Advisor
As the United States faces the greatest wealth transfer in history, some people are turning to therapists to help them pass on their assets in a way that preserves harmony.
PublisherThe New York Times
Just like a good coach looks beyond the scoreboard to prepare for the next game, successful retirement planning requires regular evaluation.
PublisherKiplinger
Conflict among adult children over their parents' estate is all too common — and Mom and Dad’s worst nightmare. Here's how to ensure the kids won’t fight after you’re gone.
PublisherKiplinger
Before you splurge, learn where to park your cash, the rules for inherited IRAs and 401(k)s and how to avoid costly tax mistakes on a $1 million windfall.
PublisherKiplinger
Outside of your client, nobody knows more about how your client's business makes money or why its numbers look the way they do than you.
PublisherAccounting Today
Preservation is the north star.
PublisherWealthManagement.com
Giving your adult children or grandchildren a massive cash gift can sabotage the financial independence you hope to build. Here is how to restructure your legacy with incentive trusts.
PublisherKiplinger
Does your estate plan need a will, a trust or both? Understanding how these tools work, and what your family needs, will help you make the right choice.
PublisherKiplinger
Without explicit instructions for stocks in your estate plan, your heirs may end up selling everything for simplicity or because they're mired in conflict.
PublisherKiplinger
In this panel conversation, Kiplinger editors talk to experts about the Great Wealth Transfer and answer questions on how to discuss inheritance with your family.
PublisherKiplinger
We are increasingly measuring financial success by the peace of mind, stability and life choices money brings rather than the total net worth we accumulate.
PublisherKiplinger
This estate-planning tool provides financial security for a loved one who has a disability.
PublisherKiplinger
Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium.
PublisherWealthManagement.com
A growing opportunity to help child-free Americans carry out their legacy wishes.
PublisherWealthManagement.com
The advisor’s implementation role.
PublisherWealthManagement.com
From caregiver contracts to unequal inheritances, estate planning experts explain how to reward your most dedicated child without fracturing the family.
PublisherKiplinger
Older generations hold $124 trillion in assets. Here is why financial experts say giving your heirs an inheritance early might be the smartest move you can make.
PublisherKiplinger
The Great Wealth Transfer is upon us. Discover whether your heirs benefit more if you give now or let your assets grow.
PublisherKiplinger
Use these tips to help you open the door to conversations about their financial health before it’s too late.
PublisherKiplinger
Asset protection planning places valuable assets out of the reach of potential claimants and creditors, discouraging lawsuits before they get off the ground.
PublisherKiplinger
It's difficult to ask aging parents about financial and medical decisions, and future living arrangements, but it's vital to talk about it while you still can.
PublisherKiplinger
IRS guidance explains that beneficiary type, the owner's date of death, and the owner's required beginning date can affect inherited IRA and plan distribution rules.
PublisherInternal Revenue ServiceUnited States—federal
Washington's Department of Revenue identifies a $3 million filing threshold and exclusion for dates of death on or after July 1, 2026, with state-specific rate and deduction rules.
PublisherWashington Department of RevenueWashington
Oregon's 2026 Form OR-706 and official estate-tax hub remain the primary filing references for estates with Oregon filing questions.
PublisherOregon Department of RevenueOregon
The IRS states that the 2026 federal basic exclusion amount is $15 million and the annual gift-tax exclusion remains $19,000 per recipient.
PublisherInternal Revenue ServiceUnited States—federal
Law-change tracker
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Confirm jurisdiction, effective date, affected rule, and a direct primary-source link. Automated signals do not publish themselves.
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