MiBolsilloColombia on MSN

OBBBA: Trusts and strategies to avoid the 40% inheritance tax

The OBBBA sets a permanent $15M exemption. Use trusts like SLATs and Dynasty Trusts now to shield your legacy from the 40% federal estate tax!

How the rich pass on their wealth. And how you can too

The rich have made an art of avoiding taxes and making sure their wealth passes down effortlessly to the next generation. But ...
At Home Hustle on MSN

The inheritance tax loophole closing in 2027: 9 steps homeowners should take

Understanding the Stepped-Up Basis Benefit Before It's Too Late Here's the thing about estate planning: most people don't ...

Inherited IRA rules changed. Don't get mired in high taxes, penalties

New IRS rules for inherited IRAs became effective last year. Pay attention to avoid a 25% penalty and a "tax bomb".

Why IRS tax refunds after death can take over a year and what to do

IRS tax refunds for deceased loved ones can take over a year to process, causing financial strain for heirs. Here's why and ...

Almost 1M Pennsylvanians could get hundreds of dollars thanks to tax credit

Tax season has begun. And for people in Pennsylvania getting ready to file, officials want you to be aware of a new tax ...

These 13 states don't tax Social Security, 401(k) accounts, IRAs or pensions

Nine states don't have any income tax, whether on paychecks, 401 (k)s, IRAs, or pensions. Four more states have a state income tax but exempt retirement income. Tax laws are always changing, so stay ...
AOL

Bedridden 91-year-old Pennsylvania grandma's house sold out from under her due to $3.5K tax debt she thought was paid. Could this happen to you?

A bedridden 91-year-old grandmother was facing eviction from her Upper Darby, Pennsylvania, home over what her family and attorneys say was an oversight that led to an unpaid tax bill and eventually a ...