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Updated about 9 years ago on . Most recent reply
Asset structuring prior to inheritance
My father in law is nearing the end of his journey and has his wealth, including a house, many annuities, IRAs and Trusts all over the map. Most of his assets will be handed down to his 2 daughters. We know a great deal depends on the terms of each account, but
Is there some structuring of these accounts needed to help with the inheritance process ?
Thanks, DnD