6 Important Estate Planning Considerations – Part 5: Retirement Assets

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