Retirement assets may be a very large part of a person’s estate at death. It’s important to consider the income tax ramifications of naming a beneficiary, as well as protecting those assets for the beneficiaries. This article considers some of these issues.
6 Important Estate Planning Considerations – Part 5: Retirement Assets
Wilcox Attorneys, PA is a Fayetteville-based law firm dedicated to helping families and businesses across Northwest Arkansas, including Springdale, Rogers, and Bentonville, plan for the future with confidence. Founded by attorney Audra Bailey Wilcox, our mission at Wilcox Attorneys is simple: put your needs first.
We take time to understand your goals and explain your options in plain English. Whether you need a comprehensive estate plan or guidance for your business, we make the process clear and stress-free. You tell us what you want; we create a plan that protects your wishes and your assets.
We take time to understand your goals and explain your options in plain English. Whether you need a comprehensive estate plan or guidance for your business, we make the process clear and stress-free. You tell us what you want; we create a plan that protects your wishes and your assets.
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