The gift tax limit affects how much can be given each year without tax consequences. See what counts as a gift and when ...

This is read by an automated voice. Please report any issues or inconsistencies here. Dear Liz: We had a plan to make our retirement savings last until our mid- to late 80s. Now we have unanticipated ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Lea Uradu, J.D., is a Maryland state ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. IRS new Form 708 enforces a 40% transfer tax on U.S. recipients ...

Estate planning isn’t a one-time event — it’s a moving target. With gift and estate tax laws in flux and even “permanent” reforms often lasting no more than a decade or an administration, families are ...

You’ve probably already done several squats today: Every time you sit down and stand up, you’re performing a squat. That’s why it’s one of the most functional moves you can have on your training plan.

'My brother lived with me for eight years, then left to live abroad, married and followed his dreams' "I am unmarried with no children. My brother lived with me for 8 years, then left to live abroad, ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. SEC Form 3 is an initial statement of beneficial ownership for ...

As a dividend-focused investor, I've always wondered why more investors don't focus on collecting income. They instead flee towards growth investing. For me, income investing is a simple and effective ...

Dear Monty: We want to know how to sign our house over to our son without any tax involvement. Should we just add his name to ours or use a quick claim deed? There is no money involved; the house is ...