U.S. Inheritance, Wealth and Property Tax Guide U.S. Inheritance, Wealth and Property Tax Guide

U.S. Estate/Inheritance, Wealth and property Tax Guide

U.S. Inheritance, Wealth & Property Tax Guide — Overview

Last updated: 3 Oct 2025

U.S. Inheritance, Wealth & Property Tax Guide

Your entry point to the key U.S. tax topics around wealth and estates: how the U.S. taxes estates/inheritances, how local property taxes work, and the current status of wealth-tax ideas. Jump to the in-depth guides below.

U.S. Estate / Inheritance Tax

Federal estate tax overview, state estate/inheritance regimes, thresholds & portability, titling and beneficiary designations, trust options, and cross-border considerations.

Topics: thresholds · portability · state map · cross-border

Open the Estate/Inheritance Guide

U.S. Property Tax

How local property taxes are set: assessments (assessed value), millage rates, caps, homestead/senior exemptions, business personal property, appeals, billing and delinquencies.

Topics: assessments · rates · exemptions · appeal steps

Open the Property Tax Guide

U.S. Wealth Tax

Current status: no ongoing federal wealth tax. Clear summary of policy proposals, mark-to-market ideas, state initiatives, and how these differ from property, capital-gains, and estate taxes.

Topics: status · proposals · distinctions

Open the Wealth Tax Guide

Note: This is a quick overview. For calculations, deadlines, and forms, use the detailed guides and your state/county instructions.