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 Attorney at Wilcox Attorneys, PA
Audra Bailey Wilcox is the owner and lead attorney at Wilcox Attorneys, P.A. The firm’s areas of practice include estate planning, long-term care Medicaid planning, business/farm succession planning, probate, wills, trusts, and estate planning. Audra began practicing law in 1998 after she received her Bachelor of Arts Degree in Political Science and her Juris Doctor from the University of Arkansas...
Learn more about Audra here
Learn more about Audra here
Latest posts by Audra Wilcox (see all)
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