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Recently Received An Inheritance? Here's How To Approach Investing It

Discussion of inheritances and how to think about your inherited assets in the context of your overall financial goals. ....

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Want to Leave Assets to Heirs? IRS Rule Change Should Have You Rethinking Your Irrevocable Trust

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 or setting […] The post Want to Leave Assets to Heirs? IRS Rule Change Should Have You Rethinking Your Irrevocable Trust appeared first on SmartReads CMS - SmartAsset. ....

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