The key to understanding the federal estate tax lies in the exemption threshold. For 2025, this threshold is set at $13.99 million for individuals. If your estate is valued at or below this amount, ...

With the federal estate tax exemption at historically high levels, most family farms are no longer at risk of paying federal ...

This has been an interesting year for estate planning. What began as a year of uncertainty resolved itself on July 4, 2025 with the enactment of the One Big Beautiful Bill Act (OBBBA). This new law ...

The recently enacted One Big Beautiful Bill Act (OBBBA) brings sweeping and permanent changes to the federal estate, gift and generation-skipping transfer (GST) tax landscape. Most notably, it ...

Even after you die, the IRS isn’t finished with you. The federal government imposes an estate tax on your assets, and several states also impose various “death taxes.” But at the federal level, a ...

A provision in the new tax code could change the way Americans pass down their homes, and the wealth tied up in them. The One Big Beautiful Bill Act (OBBBA) makes permanent what had previously been a ...

The sky did not fall after all. For all the handwringing and prognostication, wealthy families (and their advisors) breathed a sigh of relief with the passage of the One Big Beautiful Bill Act (OBBBA) ...

The holiday season is upon us. Black Friday deals are already being released (with each year deals seeming to start earlier and earlier). Some people have already started their holiday shopping.

It's the most significant piece of estate planning legislation since the 2017 Tax Cuts and Jobs Act — and for some Idaho families, it changes the calculus on how to protect and pass on what you've ...

For wealthy families—and especially those with significant real estate holdings—the change is a game changer. Before OBBBA, the exemption was scheduled to fall by nearly half in 2026, reverting to pre ...