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 ...
Dear Eric: My wife and I will soon receive a small inheritance from the death of one of my relatives. Since we do not need most of this money, we have decided to distribute it among our children and ...
As the largest-ever intergenerational wealth transfer unfolds, family lawyers are sounding the alarm about a costly misconception: many assume their inheritance is automatically protected from divorce ...