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 blog by my friend and colleague Steve Hartnett, an estate planning expert, examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more.
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