by Paul K. Rudoy, CPA/PFS, Managing Partner
No. Beneficiary designations control how these assets are transferred upon death. Wills do not play a role here. This is a serious mistake many people make, particularly when second marriages and two families are involved, when your spouse
is not a parent of your children, or when you want a special allocation that is not pro rata, such as leaving more to one child than another.
by H2R CPA Team
Do you have time to navigate the ever-changing tax code?
Let us help you with our Tax Pocket Guide 2017, which provides a concise chart of the most common tax rates for individuals and businesses. This guide is a valuable resource that will help you estimate your 2017 taxes.
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