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, by my friend and colleague Steve Hartnett, an estate planning expert, considers some of these issues.
6 Important Estate Planning Considerations – Part 5: Retirement Assets
- Gen X – This One’s for You (Really Every Generation Should Read This) - December 10, 2023
- How to Update Your Estate Plan After Major Life Events - December 8, 2023
- Estate Planning for Unmarried Couples: Your Legal Rights - December 6, 2023