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 focuses on the basics of the SECURE Act. Read on to learn more.
Latest posts by Emmette Saleeby (see all)
- Beneficiary Designations and the SECURE Act Basics - March 1, 2021
- A Time for Thanks and Community - December 1, 2020
- What the 2020 Election Could Mean for Your Estate Plan - December 1, 2020
