Latest updates for Estate Taxes

Fresh curated links around Estate taxes are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • These 16 States (and D.C.) Have Estate or Inheritance Taxes
  • IRS proposes increase in cost of estate tax closing letter
  • The estate planning 'haircut' advisors should know about

Post angles to try

Share the most useful takeaway for your audience.
Turn one article into a quick practical checklist.
Ask your audience how this shift affects their work.
Turn angles into scheduled posts

Fresh articles and ideas

Recent curated links from global sources. Generate one free draft from any story, then use SocialBu to schedule and refine your content calendar.

moneytalksnews.com /4 weeks ago

These 16 States (and D.C.) Have Estate or Inheritance Taxes

There's even one U.S. state that levies both an estate tax and an inheritance tax on its residents.

Read source
journalofaccountancy.com /1 month ago

IRS proposes increase in cost of estate tax closing letter

Proposed regulations issued Monday would raise the cost of the letter to $76, from the $56 set in 2025.

Read source
financial-planning.com /1 month ago

The estate planning 'haircut' advisors should know about

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.

Read source
currentfederaltaxdevelopments.com /1 month ago

Tax Professional Alert: IRS Proposes Increase to Estate Tax Closing Letter User Fee

REG-103193-26, June 1, 2026 The Internal Revenue Service (IRS) has issued a notice of proposed rulemaking (REG-103193-26) that will directly impact tax practitioners and exe...

Read source
wealthmanagement.com /3 weeks ago

Bad-Facts FLP Causes Estate Tax Inclusion Under IRC Section 2036

An accuracy-related penalty was imposed on the tax deficiency.

Read source
propertyupdate.com.au /1 month ago

Has the Budget Quietly Introduced a Death Tax?

Australia has never had a death tax. We've long prided ourselves on that, and many Australians have structured their estates carefully, knowing their wealth could pass to the next...

Read source
wealthmanagement.com /1 month ago

Tax Increase Trend Should Inform Planning

Martin M. Shenkman and Joy Matak report on the legislative trend to increase taxes and recommend that practitioners discuss with clients this evolving estate-planning environment.

Read source
moneysense.ca /1 month ago

Segregated funds are no tax panacea

Could moving your RRIF into segregated funds lower estate taxes? Maybe—but higher fees and other trade-offs could leave your heirs worse off. The post Segregated funds are no tax p...

Read source
marketwatch.com /3 weeks ago

Three powerful forces are draining family wealth — and your estate plan is completely unprepared

From Medicaid cuts to an IRA tax trap, here are the real threats to your family’s inheritance and what to do about them.

Read source
propertywire.com /1 week ago

Inherited property faces £120,000 tax bill under reforms

Property owners could face tax bills of nearly £120,000 on inherited homes under proposed capital gains tax reforms, according to analysis from Rathbones. The research examines the...

Read source
finance.yahoo.com /1 month ago

73-Year-Old Widow With $2.1M Discovers Husband’s IRA Beneficiary Election Triggered a $96K Tax Bill

Read source
currentfederaltaxdevelopments.com /1 month ago

The Limits of Section 2036(a) and the Risks of Tax-Motivated Asset Transfers

Estate of Anne Milner Fields, Deceased, Bryan K. Milner, Executor v. Commissioner of Internal Revenue, No. 25-60403 (5th Cir. June 8, 2026). The United States Court of Appeals...

Read source
savingadvice.com /1 week ago

California’s New $208,850 Small‑Estate Limit Means Many Families Can Bypass Probate—Do You Qualify?

Probate has a reputation for being slow, expensive, and stressful, but many California families may now be able to avoid it altogether. Formal probate in...

Read source
savingadvice.com /1 month ago

The ‘Step-Up’ Oversight: The Estate Document Many Wills Still Don’t Include for 2026 Tax Accuracy

Many families spend years creating wills, trusts, and beneficiary designations, believing their estate plans are complete. Yet when heirs eventually inherit property, investment ac...

Read source
dailymail.com /3 weeks ago

Plans to levy inheritance tax on pensions are unfair and too complicated, say experts

Sorting out estates is set to become far more onerous because families will have to chase up pension companies for vital information.

Read source
planyourfederalretirement.libsyn.com /1 month ago

Did You Just Inherit a Tax Problem?

Federal employees and spouses often hear the phrase: "It's an inheritance, so it's tax-free." But is that actually true? In this FERS Federal Fact Check episode, Micah Shilanski,...

Read source
tax.thomsonreuters.com /1 month ago

Inheritance tax strategies: A guide for tax and accounting professionals

Most conversations about wealth preparedness begin with education. Financial literacy, investment concepts, tax efficiency, and governance structures are treated as … The post Inhe...

Read source
propertyindustryeye.com /1 week ago

Inherited property could face £120,000 capital gains tax hit under proposed reforms

Analysis suggests scrapping the CGT uplift on death could leave some families with tax bills approaching £120,000 when selling inherited property

Read source
insurancebusinessmag.com /1 month ago

Estate sues U.S. Bank, Berkshire unit to claw back $12.5 million policy payout

Touch the proceeds, owe it all back - an estate is testing how far a claim stretches

Read source
accountingtoday.com /1 month ago

With $243B in wealth at risk, here's how to spot heirs' property red flags

The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.

Read source
natlawreview.com /1 month ago

Wealth Tax Watch: Washington’s Millionaires Tax Will Not Go to the Voters, and Updates to New York’s Taxes on Real Estat...

In our third installment recapping states’ efforts to impose new taxes on high net worth individuals, we provide updates on Washington’s Millionaires Tax, New York State’s efforts...

Read source
dailymail.com /1 month ago

Six costly inheritance tax mistakes: IAN DYALL reveals the worst blunders you can make

It is often said that inheritance tax is hated by the many and paid by the few. But the few have been growing in number and facing bigger bills.

Read source
wealthmanagement.com /1 month ago

Warn Clients About Tax Compliance Before They Serve as Executor

Even planning professionals can be exposed to liability if not careful.

Read source
wealthmanagement.com /1 month ago

Crossing State Lines

Estate planning for couples moving between community property and common law U.S. jurisdictions

Read source

Turn fresh research into a full content calendar

Use SocialBu to discover ideas, generate post drafts, and schedule them across your social channels.

Sources covering Estate Taxes

feeds.marketwatch.com

Recent coverage from public sources
Public source

finance.yahoo.com

Recent coverage from public sources
Public source

planyourfederalretirement.libsyn.com

Recent coverage from public sources
Public source

propertyindustryeye.com

Recent coverage from public sources
Public source

propertyupdate.com.au

Recent coverage from public sources
Public source

tax.thomsonreuters.com

Recent coverage from public sources
Public source