Estate, Gift & Trust Taxes

Can a Trust Distribute Capital Losses to Beneficiaries?

What Is a Bypass Trust? How It Works and Who Needs One in 2026

Form 712 Life Insurance: Valuation, Filing, and Deadlines

Form 1041-ES: Estimated Tax Deadlines, Safe Harbors, and Payments

Educational Trust Fund: 529 Plans, Trusts, and Financial Aid

Do You Have to Pay Taxes on a Life Insurance Policy Payout?

Generation-Skipping Trust Rules: Exemption, Allocation, Reporting

IRS Section 6903: Notice of Fiduciary Relationship

Can I Gift My House to My Son? Gift Tax, Basis, and Medicaid

Estate Planning CPA: What They Do and How to Choose One