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 … [Read more...] about SECURE Act: Prior Beneficiary Designations
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Inheritance Planning for People With Disabilities
Many people look at estate planning as a one-sided affair that revolves around the decisions that are made by the person leaving the inheritances. In fact, this is half of the equation, because you should also consider the recipients when you are developing your plan. There are different asset … [Read more...] about Inheritance Planning for People With Disabilities
SECURE Act: Eligible Beneficiary Designations
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 … [Read more...] about SECURE Act: Eligible Beneficiary Designations
The Core Four Estate Planning Questions
It can be hard to know how to enter the estate planning process, and many people procrastinate for this reason. With this in mind, we will ask four questions in this post. When you answer them, you will find that your estate plan will start to shape. Do you want to provide spendthrift … [Read more...] about The Core Four Estate Planning Questions
SECURE Act Basics: Beneficiary Designations
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 … [Read more...] about SECURE Act Basics: Beneficiary Designations
Beneficiary Designations
Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Read on to learn more. … [Read more...] about Beneficiary Designations
