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Recently Received An Inheritance? Here's How To Approach Investing It

Discussion of inheritances and how to think about your inherited assets in the context of your overall financial goals.

Want to Leave Assets to Heirs? IRS Rule Change Should Have You Rethinking Your Irrevocable Trust

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 applies to assets held in an irrevocable trust. If you need help interpreting the IRS rule change or setting […] The post Want to Leave Assets to Heirs? IRS Rule Change Should Have You Rethinking Your Irrevocable Trust appeared first on SmartReads CMS - SmartAsset.

Nebraska 1st Congressional District 2022 Voter Guide: Republicans

Nebraska Republicans will have five candidates to choose from this May for the 1st District Congressional primary election.

Drivers That May Impact Your Estate Planning In 2021 And Beyond

Worry About the Right Thing With Estate Taxes

Very few people pay estate or gift taxes. But lots benefit from what’s known as the “step up in basis” on inherited assets, so keeping good records is key.