It’s important to have an estate plan in all phases of our lives, but as we age, planning for the future becomes a necessity. Finding ways to protect your assets and prepare for the possibility of long-term care will ensure that you and your family will b ...
Did the IRS quietly change the rules on your children’s inheritance?
There have been recent news articles about some changes the IRS made concerning inheriting assets from trusts. According to the article, in March the IRS issued Revenue Ruling 2023-2. The new Ruling states that property held in an irrevocable trust is n ...


