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Greetings, Ebeatty, and welcome. You asked:

<<can anyone tell me or recommend a book to read on the correct name to put down for primary and contingent beneficiaries on the above items so that they can be used in family trusts set up in wills written to preserve the 'exclusion amount' for spouses. >>

That's a topic you should discuss with the estate planning attorney who set up the trusts for you. This is a complicated area, and much depends on how the assets are handled, titled and bequeathed. The income taxation due on traditional IRAs and retirement plans will vary depending on the beneficiary. Your attorney knows your entire estate, and thus is the best source of guidance for you in this area. Make a mistake, and you could cost your heirs thousands.

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