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- Fri May 14, 2021 8:47 am
- Forum: Canada / United States Tax & Accounting
- Topic: Inheritance questions
- Replies: 0
- Views: 10917
Inheritance questions
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 1)...