#estate-tax
#estate-tax

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If You Have Millions Saved for Retirement, It's Time to Start Worrying About These 5 Things

High-net-worth individuals should prioritize estate planning, tax mitigation, trusts, gifting, asset protection, and professional advisors to preserve wealth and address potential healthcare costs.

US politics

fromAxios

1 week ago

IRS releases 2026 tax brackets and higher tax deductions for 2025, 2026 tax years

Permanent extensions of 2017 tax provisions increase standard deductions, adjust brackets to curb bracket creep, and raise credits and estate tax exclusions through 2026.

US politics

fromSan Francisco Bay Times

1 month ago

What the One Big Beautiful Bill Means for You - San Francisco Bay Times

OBBBA makes 2017 tax cuts permanent, raises standard deduction and estate exemption, changes charitable and child credits, and trims some clean energy tax incentives.

Real estate

fromSFGATE

3 months ago

5 Key Takeaways: The One Big Beautiful Bill Act and Increases to the Federal Tax Exemption

The One Big Beautiful Bill Act permanently increases the federal estate tax exemption to benefit wealthy families and those with substantial real estate.

fromSFGATE

3 months ago

How the One Big Beautiful Bill Act Could Affect Your Heirs-and Your Home

The One Big Beautiful Bill Act (OBBBA) permanently expands the federal estate tax exemption, allowing families to transfer up to $30 million tax-free without expiration.