Beware of These Inheritance Complications
Do you know the answers to the following questions? They cover four circumstances that can affect the size of your estate and the inheritance of some beneficiaries.
If part of your plan is to leave something for the AAE Foundation, we would be happy to provide you with tips on tax-wise methods of passing assets to the AAE Foundation. Simply contact Debby Rice at 800-872-3636 or 312-266-7255, Ext. 3017 or email@example.com.
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.