In general, the recipient of your assets doesn’t have to pay taxes, but let’s explain how taxes and estate planning work together.

How to minimize taxes in California generally involves planning for several types of taxes, including estate taxes, gift taxes, capital gains taxes, and property taxes.

When a house is sold after someone dies, there can be capital gains taxes and/or property taxes depending on the circumstances.

The Secure 2.0 Act has made a few significant changes that could impact your retirement plan beneficiaries.