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Rather than changing the beneficiaries on multiple accounts and polices, you only need to change the trust beneficiaries when there …
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This further may allow the transfer to occur without the risk of being overridden or contested. A child left out …
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Generation-skipping trusts are liable for taxation if the amount transferred exceeds a certain annually adjusted threshold ($11.7 million in 2021). …
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Then the personal representative will have to put the whole thing together in an extensive log of accounting. When the …
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