Inheritance Funding reports inheritance advances aren't taxable in the US, serving as a financial lifeline for heirs facing ...

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

State Representative Pat Curry explained why this is important now and said if passed Proposition 8 would be a safeguard to ...

A ballot measure to prevent future legislative sessions from imposing taxes on an estate or inheritance passed with Texas ...

It's important to stay informed about these new updates, especially when planning your finances, to ensure your retirement strategy stays right on track.

The last thing most people want when they're grieving is to have to deal with the IRS and state tax officials. Yet unfortunately, estate and inheritance tax rules ... and financial planning expert at ...

Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT). At the moment, if you have a money purchase pension and you ...