Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article by my friend and colleague Steve Hartnett, an estate planning expert, will discuss the importance of beneficiary designations.
Planning for Retirement Plans and IRAs: Beneficiary Designation
- National Make-a-Will Month - August 1, 2026
- How Do Estate Planning Techniques Support Long Term Goals - March 27, 2026
- The Seedier Side of the Holiday Season - December 22, 2025
