Let’s continue our six part series on important things to consider as you design an estate plan. 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
- Estate Administration 101 - February 2, 2023
- Why Do You Need an Elder Law Attorney? - January 31, 2023
- Inheritance Planning for Blended Families - January 26, 2023