ESTATE PLANNING Basis Consistency Rules May Come Into Play If You’re Administering An Estate Or Inheriting Property 24 July 2018 When it comes to tax law changes and estate planning, the substantial increases to the gift and estate tax exemptions under the Tax Cuts...
ESTATE PLANNING Naming A Minor As Beneficiary Of A Life Insurance Policy Or Retirement Plan Can Lead To Unintended Outcomes 12 July 2018 A common estate planning mistake is to designate a minor as beneficiary — or contingent beneficiary — of a life insurance policy or...
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