Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on the basics of the SECURE Act. Read on to learn more.
- Probate 101 - January 25, 2023
- SECURE Act 2.0 Provisions Are in 2023 Omnibus Appropriations Bill - January 17, 2023
- Estate Planning Guardrails for Spendthrift Heirs - January 12, 2023