The Government as Your Beneficiary
  • Deirdre R. Wheatley-Liss


When I asked you who your estate plan will benefit, I’m pretty sure you didn’t mention the government. The good news? Although you might not be able to disinherit Uncle Sam entirely, there are lots of ways to reduce the government’s stake as a beneficiary of your estate. Before we go there, let’s take a stroll through the tax code.


Fair Market Retirement Account Estate Plan Local Attorney Exemption Amount 

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© Deirdre R. Wheatley-Liss 2013

Authors and Affiliations

  • Deirdre R. Wheatley-Liss
    • 1
  1. 1.NJUS

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