#Gift Tax

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July 3, 2026

QPRT (Qualified Personal Residence Trust) Guide 2026: Cut Estate Tax With Your Home

A Qualified Personal Residence Trust (QPRT) lets you transfer your home into an irrevocable trust for a term of years and gift the discounted remainder to your heirs, shrinking estate and gift tax. Here is how QPRTs work, term and mortality risk, §7520 rate sensitivity, and how they compare to a GRAT or an outright gift in 2026.

QPRT Estate Planning Estate Tax

July 3, 2026

Charitable Lead Trust (CLT) 2026: Fund Charity Now, Pass the Remainder to Heirs Tax-Efficiently

A plain-English guide to the Charitable Lead Trust (CLT): how it mirrors a CRT, the difference between grantor and non-grantor CLTs, CLAT vs CLUT, the upfront income tax deduction, estate and gift tax leverage on the remainder, why low Section 7520 rates make it work, and how it compares with a CRT and a donor-advised fund.

Charitable Lead Trust CLT Estate Planning

April 16, 2026

Estate Tax & Gift Tax Planning Strategy 2026 — Complete US Guide

2026 US estate tax exemption, gift tax annual exclusion, portability rules, and proven planning strategies to protect your wealth. Must-read for high-net-worth families.

Estate Tax Gift Tax Tax Planning