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.
Latest posts by Larry Parman, Attorney at Law (see all)
- Providing For Your Blended Family in Your Estate Plan - March 19, 2019
- How Old Should You Be When You Retire? - March 12, 2019
- What Assets Count for Medicaid Eligibility for Seniors in Oklahoma? - March 12, 2019