Sep 172013

Although the current estate tax exclusion amount exceeds $5 million, it is still important to keep your beneficiary designation forms up-to-date.  When was the last time you looked at them?  Have you undergone a major life event since you last made a designation?  If so, you should update your forms because they will trump your Will.

Don’t make this common estate-planning error – TaxWatch – MarketWatch.

 September 17, 2013  Posted by at 2:22 pm No Responses »