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Bequeath or beneficiary? It will matter

June 8, 2014
By Samuel Zimmerman , The Leader Herald

The scenario plays out over and over again in attorneys' offices: A family brings a parent's Last Will and Testament to be probated. The Will is complete and well thought out, and it takes into consideration current tax law. But under closer examination, the attorney discovers that the deceased's estate plan doesn't work. Why? Because a substantial portion of the parent's assets pass under a beneficiary designation.

 
 
 

 

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