Estate, Gift & Trust Taxes

Taxes on a Billion Dollars: Income, Estate, and Step-Up Basis

Can Donor Advised Funds Give to Private Foundations?

Decedent’s Trust: Form 1041, Step-Up in Basis, and Deadlines

Inheritance Tax for Non-US Citizens: $60,000 Threshold and 40% Rate

How to Get a Tax ID Number for a Trust After Death

Spousal Lifetime Access Trust: Structure, Risks, and Fit

Do You Owe Gift Tax on a Down Payment Gift?

Are Life Insurance Proceeds Taxable to a Trust?

Does Canada Have Estate Tax? Deemed Disposition, RRSPs, Probate

Do You Need a Social Security Number to Set Up a Trust Fund?