Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
More Families Can Now Take Advantage of Estate Tax Exemption Portability July 26, 2022 by Evan H Farr, CELA, CAP The IRS recently amended its simplified process for requesting an extension of time to make a “portability” election. For wealthy families, the IRS improved a process that could result in millions of dollars in tax savings. The … [Read more...]