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Tax and financial planning news from around the web: July 10 – 14, 2023

Written on Jul 14, 2023

IRS quietly changed the rules on children’s inheritance 
Property, such as your home, held in an irrevocable trust 'that is not included in the taxable estate at death' will no longer receive a step-up in basis. Here’s why the wording of that is key. 

Why Gen Zers say they’ll need one-third of what boomers do in retirement 
Some clients have unrealistic expectations about retiring early while others are overly pessimistic, advisors say. 

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