An inheritance is a windfall that can absolutely help someone’s financial situation — but it can make your taxes tricky. Read more
Inherited Asset
Inheriting a house with siblings can be a blessing or a curse, depending on your family situation and how you handle it. Read more
Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets. Read more