Do you employ an irrevocable trust or trusts as part of your estate plan? You need to review your irrevocable trust to ensure it still delivers the benefits intended. It is generally possible to ...
Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March, changes how the step-up in basis ...
Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March, changes how the step-up in basis ...
Under current law, assets acquired from a decedent receive an adjustment in cost basis to fair market value, thereby potentially eliminating significant unrealized gain. Although Congress has and ...
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More taxes: New IRS rule on inheritances received
A recent change in the rules from the Internal Revenue Service (IRS) is raising concerns among families who have relied on irrevocable trusts as a tool to protect their wealth in 2026. The ...
Home Retirement Inheritance IRS Quietly Changed the Rules on Your Children’s Inheritance Property, such as your home, held in an irrevocable trust 'that is not included in the taxable estate at death' ...
Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March, changes how the step-up in basis ...
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