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New IRS Rules Could Change How You Use an Irrevocable Trust to Leave Assets to Heirs
Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend.
Fact checked by Vikki Velasquez Key Takeaways Baby boomers are set to pass on approximately $84 trillion in wealth to heirs by 2045, greatly impacting personal finances and the economy.Wills, trusts, ...
The $15 million estate tax exemption coming in 2026 requires advisors to rethink client strategies, with basis step-up ...
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