Real estate has long been a wealth-building tool for high-net-worth individuals. Beyond its potential for steady income and long-term appreciation, real estate offers unique and powerful tax benefits ...

Historically, the practice of tax-smart investing has been a powerful strategy for real estate investors. Very simply, tax-smart investing targets leveraging various investment strategies and vehicles ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...

Key changes in estate and gift tax exemptions and valuation rules for 2025 offer expanded benefits, though some are temporary: Estate and gift tax exemption: The lifetime exemption rises to ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As the 2025 legislative session unfolds, wealthy families, their advisors, ...