Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney as explained in this blog by my friend and colleague Steve Hartnett, an estate planning expert. 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