A Wrong Beneficiary Form Can Override Your Entire Estate Plan
The hierarchy that controls who actually gets your retirement
Topic
Estate Planning
2026 estate tax exemption, step-up in basis, trust basics, beneficiary designation mistakes, and the SECURE Act impact on inherited IRAs.
Key Facts — 2026
- Federal estate exemption (2026)
- $13.99M
- Annual gift exclusion
- $19,000
- Inherited IRA rule
- 10 yrs
- Step-up basis
- At death
4 articles
All current for 2026. All free. No email required.
Estate Planning
Estate Planning
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