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 by my friend and colleague Steve Hartnett, an estate planning expert, focuses on the basics of the SECURE Act. Read on to learn more.
- Beneficiary Designations and the SECURE Act: Prior Designations - July 17, 2021
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries - July 15, 2021
- Beneficiary Designations - July 13, 2021