The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...
Attorney Dennis Beaver explains why a “spendthrift clause” might be appropriate for some people planning their estates.
Taxes, investment risk, inertia - adding a sizable sum to your net worth presents new challenges 'Inheritance is a material shift in your financial life with significant psychological implications.' ...
Her hesitation? Her fiancé is $180,000 in medical debt from what he says is a botched surgery. And while she already has ...
A Reddit poster wants to retain control over an inheritance they expect to receive. They want to know what happens if they put it into a savings account and use the interest for household expenses.
How is the amount of an inheritance advance determined? When advancing an inheritance, companies offer heirs immediate access to their funds by buying a portion of their expected inheritance. It can ...