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Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

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Beneficiary

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 beneficiaries who don’t fall under the standard 10-year payout of the SECURE Act. Read on to learn more.

How to Avoid Estate Planning Minefields: You Don’t Know What You Don’t Know

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Compliments of the McGee Law Firm, Attorney Brandon McGee Some things seem like they should be easy–and they are easy. However, some things appear easy–even when they are very difficult. The problem with some complex responsibilities is that they may seem simple on the surface, yet they may be complicated in reality. For example, crossing … Read more

Don’t Live Life Without Life Insurance

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Happy Family

No one can force you to buy life insurance, but there are many benefits of doing so. Once you have the coverage you need, you’ll look back and wonder why you waited so long. For many people, the act of buying life insurance is both scary and intimidating. Not only do you have to come … Read more

Reasons to Review and Update Your Estate Plan

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Academys Fall Summit Virtually Perfect

It’s a good feeling to have a solid, comprehensive estate plan in place. Not only does it give you peace of mind right now, but you know that it’ll protect you in the future. The only problem with estate planning is that your circumstances can and probably will change as you age. As a result, … Read more