Beneficiary designations can be deceptively simple. But their simplicity is sort of 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 Michael J. O’Brien, Estate Planning Attorney (see all)
- Understanding Tax Apportionment Clauses - August 10, 2023
- How Do I Title Thee…Part 1 - August 8, 2022
- What Makes a Will or Trust Invalid - August 1, 2022
