TITLE

Make the most of your estate plan now and for the future

AUTHOR(S)
Radosevich, Reed
PUB. DATE
January 2009
SOURCE
Las Vegas Business Press (10712186);1/26/2009, Vol. 26 Issue 4, pP26
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article offers tips for effective estate planning. While giving gifts equal to the value of the tax-exempt annual exclusion amount is an important strategy, future appreciation from the estate is removed when gifting appreciating property during one's lifetime. The plan should include adult children or domestic partners as beneficiaries from one's individual retirement account. Copies of estate documents should be given to appropriate individuals and institutions.
ACCESSION #
36588963

 

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