Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Monday, November 07, 2011
401(k)s Can Spell Inheritance Trouble
In the WSJ Carolyn Geer spotlights potential problems (such as the impossibility of "disinheriting" a spouse without the spouse's consent). See Battles Over Retirement Accounts.
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