The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Building your wealth requires smart investing. But if you plan to pass assets on to heirs, you also need to understand how tax laws impact your legacy. In 2025, several key changes to estate and ...

The clock is ticking on a major change to inheritance tax that’s expected to drag 10,500 estates into the net in the first ...