IRAs are complex assets to handle in an estate plan. There are tax issues during life and after death. Read the following article by my friend and colleague Steve Hartnett, an experienced and qualified estate planning attorney.
Basics of Estate Planning: IRAs
If you need assistance with IRA planning, we can help.
Timothy P. Murphy is an estate planning and elder law attorney whose practice emphasizes helping people to build, preserve and pass on their wealth. He works with his clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes.
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