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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' will no longer receive a step-up in basis. Here’s why the wording of that is key. In March, the IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable trust is involved. In the last decade or so, more families have begun utilizing irrevocable trusts to protect their assets from spend-down in order to qualify for government

How Does NFT Taxation Work and How Much Does It Cost?

How Does NFT Taxation Work and How Much Does It Cost?
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IRS quietly changes rule on how your children s inheritance is taxed

The agency has curbed the tax break on a particular kind of trust which is often used to minimize estate taxes.

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