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.
Latest posts by Audra Bailey Wilcox (see all)
- Understanding Undue Influence – Part II - August 19, 2022
- Understanding Undue Influence – Part I - August 17, 2022
- Death and Your Digital Footprint - August 15, 2022