Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
After 40 Years, “Widows Tax” is Finally Eliminated March 13, 2020 by Evan H Farr, CELA, CAP Q. My friend, Kim, lost her husband Brian in a helicopter crash in Iraq 15 years ago while he was serving our country. After he died, she was told that she would have to forfeit benefits that her husband had paid into for years, … [Read more...]