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Mike Piper: bequest planning

Bogleheads® Live

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How to Update Your Tax Deferred Accounts

Tax brackets are going to change for those heirs if they make more, less money in a certain year. What I see more often is a couple or a person who have kids or grandkids or other people to whom they want to leave some money. And typically, what they'll end up doing is something along the lines of, okay, let's leave $100,000 to this charity and $100,00 to another one.

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