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 examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more.
- Don’t Procrastinate: Five Reasons To Plan Your Estate Now - May 25, 2023
- Estate Planning for Parents With Children in College - May 24, 2023
- A Health Care Directive Make a Difference - May 23, 2023