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Home / Archives for retirement plan

Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More

July 6, 2021 by Brandon McGee

The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. Read on to learn more. … [Read more...] about Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More

Filed Under: Estate Planning, Legal Education Tagged With: attorney, Choate, consumer, CRT, estate planning, IRA, recent developments, retirement plan, Roth

Beneficiary Designations and Other Non-Probate Transfers

July 3, 2020 by Brandon McGee

Many of us are surprised that our assets may not go to those named in our Will. However, if you have assets controlled by beneficiary designations or other non-probate transfers, that’s the case. Read on to learn how a Will might not control all your assets. Read on to learn more. … [Read more...] about Beneficiary Designations and Other Non-Probate Transfers

Filed Under: Estate Planning, Legal Education Tagged With: bank accounts, brokerage accounts, estate planning, IRA, life insurance, retirement plan

Estate Planning Conference Discusses SECURE Act and More

February 3, 2020 by Brandon McGee

The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more. … [Read more...] about Estate Planning Conference Discusses SECURE Act and More

Filed Under: Estate Planning, Legal Education Tagged With: Choate, CRT, estate planning, IRA, retirement plan, Roth

The SECURE Act and What It Means for You

February 3, 2020 by Brandon McGee

The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. Read on to learn more. … [Read more...] about The SECURE Act and What It Means for You

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, IRA, retirement plan

Planning for the SECURE Act

February 3, 2020 by Brandon McGee

The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more. … [Read more...] about Planning for the SECURE Act

Filed Under: Estate Planning, Legal Education Tagged With: CRT, estate planning, IRA, retirement plan, Roth

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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