A deceased person's final tax return must still be filed for all the income they made in the year prior to their passing, and ...

President Trump has long expressed his desire to repeal the estate tax, but will this become a reality in his second term?

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

Transferring a home to your children can offer them divorce, creditor and tax protections as well as provide a mechanism for managing the property.

A business worth $20 million a decade ago might now be worth $50 million – a figure that can trigger significant estate tax liabilities upon the founder’s death. For context, the Dow Jones ...

A key federal estate, gift and generation-skipping transfer tax exemption included in the Tax Cuts and Jobs Act (“TCJA”) is ...

Wealthy retirees are buying bigger houses and funding their grandchildren’s school... ‘I’ve worked in the RAF and NHS and own ...

Here’s a primer for Canadians planning for the tax payable on a non-registered account at death, including capital gains and probate tax. With so much information out there about estate planning ...

Though tax-free savings accounts (TFSAs) have been around for a while, there’s still some confusion about what happens on the ...