Part 2 of this 15 part presentation on basic estate planning covers a common mistake involving life insurance beneficiary designations, trusts, the estate tax exemptions and rates, and what property is includible in the gross estate for estate tax purposes.
This Part 1 covers Will basics and what assets a Will controls. This Basic Estate Planning screencast has 15 parts that cover Wills, probate, revocable trusts, powers of attorney, Will substitutes and probate avoidance, estate taxes, the disposition of retirement accounts such as IRAs, and related topics.
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