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IRS Quietly Changes The Rule On How Your Children’s Inheritance Will Be Taxed
The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...
I put my $500K inheritance into a joint account with my husband. Can I leave half of it to my son from a previous marriage?
Dear Quentin, My husband and I have a joint investment account with $500,000 in it. It’s money I came into the marriage with ...