Understanding TIAA-CREF: How to Plan for a Secure and

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We also serve as executors or trustees for clients when appropriate. If you include them in your will, your survivors may not see the instructions until it's too late because they may not be able to get the will from your lawyer or safe-deposit box in time. Norberg Portability of estate tax exemption between married couples, which was recently made permanent, provides an additional planning option and greater flexibility when creating an estate plan, but gives rise to many pitfalls and new complexities.

Pages: 272

Publisher: Oxford University Press; 1 edition (March 1, 2001)

ISBN: B00332G1IW

Colorado Will and Estate Planner

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