#estate tax
7 stories
House Title Determines Tax Reset
Spouse's home title resets tax gains entirely or half depending on ownership.
24/7 Wall St. · 1m
Oregon Estate Tax Threshold Exposes Retired Couple
Oregon's $1 million estate tax threshold exposes $600,000 of a retired couple's $1.6 million estate.
24/7 Wall St. · 1m
Inherited Portfolio Worth Less Than $1 Million
Inherited portfolios often lose value due to taxes and fees.
24/7 Wall St. · 1m
Super Roth: Tax-Free Wealth for Ultra-Wealthy
How the ultra-wealthy use a tax-advantaged life insurance wrapper to grow wealth without estate taxes
24/7 Wall St. · 1m
Gift Tax Return Locks Lake House Value Forever
A zero-tax gift return sets a permanent valuation for property, ending IRS disputes decades later.
24/7 Wall St. · 1m
How the IRS values and audits inherited homes
Real estate makes up a third of what parents leave behind, but most heirs don't know the tax rules.
Kiplinger · 3m
Who really wins the great wealth transfer
Trillions are moving between generations, but the windfall isn't as great or as equal as you might think.
Kiplinger · 2m