I am planning on reviewing the current setup of my will, trust and beneficiaries. My assets are divided into the following:
1) 403b accounts
2) Roth IRA accounts
3) taxable accounts
4) condo
5) life insurance policy
The total value is small so there will be no federal estate tax.
I have two heirs ...
Search found 1 match
- Fri May 14, 2021 8:47 am
- Forum: Canada / United States Tax & Accounting
- Topic: Inheritance questions
- Replies: 0
- Views: 13813