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 ...