And probably didn't file a gift tax return. A profession's review of an estate plan is needed. People should educate themselves, and then have their plan reviewed. It doesn't mean that you have to implement every recommendation, but at least those involved will have a professional opinion on the rewards/risks. I handled my father's estate the way he wanted it handled. His lawyer had warned him that the way it was setup, it might be possible for me to claim more than my intended portion of the estate. He chose to trust me, and not act on the warning. Having consulted a lawyer, he did have a proper will, power of attorney, and advanced medical directive in place.
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