Gift and Estate Tax

Most families won’t owe federal estate tax, but the rules around gifts and inheritances can still affect your planning. Knowing how they work helps you make informed decisions.

The Future of the Estate Tax

This historical article examines the 2010 federal estate tax law, its $5 million exemption and portability provision, and possible changes after the law’s scheduled expiration.

A Temporary Fix: The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

This historical article explains how the 2010 Tax Relief Act temporarily changed federal estate, gift, and generation-skipping transfer tax rules.

It’s a Done Deal!

This 2010 article reports that the House approved an agreement temporarily extending Bush-era tax cuts and setting a $5 million estate tax exemption with a 35 percent rate.

Deal or No Deal: The Estate Tax Debate Continues

This historical 2010 article examines a proposed estate tax agreement setting a $5 million exemption and 35 percent tax rate amid debate in Congress.

The Return of the Estate Tax

This historical article discusses the 2010 debate over the estate tax’s scheduled return and claims that tax law could influence end-of-life decisions.

For 98 Percent of Americans, Return of the Estate Tax is Nothing to Fear

This historical 2010 article explains why the potential return of the federal estate tax was expected to affect fewer than 2 percent of Americans and discusses exemption amounts and estate planning strategies.

Estate Tax Monster Still Lurks

This historical 2010 article examines uncertainty over whether Congress would reinstate the federal estate tax in 2011, including proposed exemption amounts and tax rates.

Estate Tax Uncertainty Has No End In Sight

This historical January 2010 article reviews competing congressional estate tax proposals and the uncertainty over exemption amounts and tax rates.

Confidence in Estate Tax Fix is Waning

This August 2010 article examines declining confidence that Congress would pass estate tax legislation before 2011 and the potential tax consequences if it did not.

Prepare for the Return of the Estate Tax

This 2010 article discusses the scheduled 2011 return of the estate tax and summarizes strategies involving life insurance, trusts, gifts, education expenses, medical expenses, and Roth IRAs.

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