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 ...

If you manage an irrevocable trust or are considering creating one, recent Internal Revenue Service (IRS) changes may directly affect your estate planning. A new regulation modifies how the step-up in ...

According to the IRS, the change is designed to protect taxpayers, speed up refunds and cut costs. “Most individual taxpayers already receive their refunds by direct deposit into their bank accounts,” ...