Beneficiary designations can be deceptively simple. But their simplicity is 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.
- Estate Planning Reduces Stress During High Anxiety Times - December 20, 2021
- Living Will vs. Living Trust: What’s the Difference? - December 13, 2021
- The Other Side of the Unauthorized Practice of Law - December 6, 2021