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Old 12-23-2021, 12:39 PM
DAVES DAVES is offline
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Has moved to the top of my TO DO LIST. My only experience with this was my parents will. They did not have much there were two heirs myself and my sister. Frankly at the time there were, still are issues between us. The will was old but anything of value was listed as to who gets what and it was as 50-50 as it could have been.

My OPINION, I would chose a law firm that will still be there after we pass. My parents chose a single attorney. She quit, retired or whatever. Typical legal nonsense. We both had COPIES of the will. Only the one with a BLUE COVER is/was acceptable. I found the attorney who claimed she sent the original to my sister. We had to pay extra fees to our attorney to get an official blue covered copy. Later it did turn out that MY SISTER had the official blue covered copy. Not crooked just mishandled.

The LAW. I expect like it or not the tax laws will change. I don't think you can do it anymore. My mom left half of her IRA to each of us as an inherited IRA. It works sort of like required minimum distribution. The one who has inherited the account is forced to take RMD a minimum distribution every year and expose it to TAX. It is a minor pain in the butt but it is a gift that keeps on giving. Thanks to market returns after the distributions, I have more than it was in the account.