A court fight over Janet Reno’s family homestead shows the importance of having a backup plan for significant bequests.
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The Importance Of An Estate ‘Plan B’
Tag Archives: Beneficiaries
Navigating Around An Inherited IRA Pitfall
Your heirs could lose the benefit of the big IRA you amassed, unless you plan around an unfavorable Supreme Court decision.
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When One IRA Window Closed, Another Opened
A new law killed the “stretch IRA” strategy for nonspouse heirs, but it spawned another opportunity to aid some beneficiaries.
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