Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
New tax laws should prompt families to review documents January 12, 2011 by Evan H Farr, CELA, CAP For the next two years, the federal estate tax will be restored. The Bush-era tax cuts included a sunset provision that temporarily eradicated the estate tax for 2010. The tax is back, but the exemption has increased. It was a … [Read more...]