Bequest or Beneficiary: In Estate Planning, the Difference Is Crucial

2016-12-14T17:05:19-08:00

The scenario plays out over and over again in attorneys' offices: A family brings a parent's will to be probated. The will is complete, well-thought-out, and takes into consideration current tax law. But under closer examination, the attorney discovers that the deceased's estate plan doesn't work. Why? Because a substantial portion of the parent's assets [...]