IRS Rule Change May Affect How You 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. 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…#basis #medicaid #nonelife #heirs

Source: Reuters: Health - March 18, 2024 Category: Consumer Health News Source Type: news