Beneficiary Designations
Unmarried partners and what they are not entitled to
Long cohabitation creates almost no automatic rights in most jurisdictions, and the belief that it does causes real harm.
Topic
planning
Every Beneficiary Blueprints article tagged planning — 3 pieces across 2 sections.
Beneficiary Designations
Coordinating designations with the rest of the plan
Each form is completed separately, and the combined result is rarely what anyone intended.
Estate Tax
The step-up in basis and why it matters more than estate tax
For the overwhelming majority of families, the capital gains treatment of inherited assets is the tax provision that actually affects them.