Estate Planning

How to Pass on a Retirement Account

Estate planning is complicated: The fair decision may not actually be the most practical one. What does this mean? It means that even if you divide up your estate equally between your beneficiaries, they could get hit with unequal tax burdens. So, good estate planning requires more than just good intentions. If you plan on [...]

By |2019-04-05T13:55:44-04:00April 5th, 2019|Estate Planning, Retirement|
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