Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 Laurel Canyon, No. 238, Studio City, CA 91604, or by using the “Contact” ...

Knowing the annual gift tax exemption can save you time and money.

Other rules that apply to superfunding a 529, so anyone considering this option should discuss their situation with a tax pro ...

Federal estate and gift tax rules are poised for a major shift in 2026, affecting how much wealth families can transfer during life or at death without triggering federal tax.

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

Marlene, a 75-year-old listener, wrote in to ask whether she could give her 50-year-old son $17,000 to help with student loans and get a tax deduction in the process. According to Orman, the answer is ...