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Home / Archives for beneficiary designations

It’s Important to Have a Coordinated Estate Plan

August 10, 2021 by Brandon McGee

There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on to learn more. … [Read more...] about It’s Important to Have a Coordinated Estate Plan

Filed Under: Estate Planning, Legal Education Tagged With: attorney, beneficiary designations, consumer, estate planning, joint tenancy, POD, revocable trust, TOD

Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

May 25, 2021 by Brandon McGee

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. … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

Filed Under: Estate Planning, Legal Education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

Beneficiary Designations and the SECURE Act: Prior Designations

April 20, 2021 by Brandon McGee

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 examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more. … [Read more...] about Beneficiary Designations and the SECURE Act: Prior Designations

Filed Under: Estate Planning, Legal Education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

Beneficiary Designations

March 9, 2021 by Brandon McGee

beneficiary

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

Filed Under: Estate Planning, Legal Education Tagged With: beneficiary designations, IRAs, retirement plans

Beneficiary Designations and the SECURE Act Basics

March 2, 2021 by Brandon McGee

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 the basics of the SECURE Act. Read on to learn more. … [Read more...] about Beneficiary Designations and the SECURE Act Basics

Filed Under: Estate Planning, Legal Education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

Planning for Retirement Plans and IRAs: Asset Protection

February 2, 2018 by Brandon McGee

Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article will discuss the asset protection of such plans and how a trust may be used to provide asset protection. Planning for Retirement Plans and IRAs: Asset Protection … [Read more...] about Planning for Retirement Plans and IRAs: Asset Protection

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), Asset Protection, beneficiary designations, estate planning, income tax planning, IRA, retirement plan

Planning for Retirement Plans and IRAs: Beneficiary Designation

February 2, 2018 by Brandon McGee

Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article will discuss the importance of beneficiary designations. Planning for Retirement Plans and IRAs: Beneficiary Designation … [Read more...] about Planning for Retirement Plans and IRAs: Beneficiary Designation

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), beneficiary designations, estate planning, income tax planning, IRA, retirement plan

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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