The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable trust is involved. In the last decade or so, more families have begun ...
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My dad left his pension to me and my estranged brother — now that he’s dead, am I entitled to his share?
It could also depend on whether his brother had a will. If he did, he might have left the pension inheritance to Dave. But in ...
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