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Sharon Ravenscroft Estate Planning Blog

Welcome to my blog covering all things estate planning, family estate planning. business planning, wills, trusts & probate.

On this Tax Day, Remember your 401K

Your estate plan needs to include a will, powers of attorney, maybe even a trust, and it also needs to be done in conjunction with making sure your 401Ks and IRAs have properly designated beneficiaries. If you die without listing a designated beneficiary, then the funds are paid out in a lump to your estate and can be taxed at 35%. So if you are
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