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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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 Should Estate Reimburse Beneficiaries for Income Taxes Incurred?
0
By Harry Margolis
In Probate
Posted March 24, 2020

Should Estate Reimburse Beneficiaries for Income Taxes Incurred?

Question: A distribution was made from the liquidation of an annuity in an estate in 2019. The estate income tax rate is 35.7% and  and the beneficiary who received the distribution and therefore [...]

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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