Robert Powell: What is Form 706 and what do you need to know about it? Here to talk with me about that is Colleen Carcone, who is the Director of Wealth Planning Strategies at TIAA. Colleen, welcome.

When a farmer passes away with some unused lifetime exemption remaining, most surviving spouses should consider filing a Form 706 to elect portability. The election “ports” the remaining exemption ...

The 2010 tax law gives married couples a wonderful new tax break. Depending on whom you talk to, it could be a gold mine or a loss leader for lawyers. Here’s what I mean: Until the end of this ...