Retirement assets may be a very large part of a person’s estate at death. It’s important to consider the income tax ramifications of naming a beneficiary, as well as protecting those assets for the beneficiaries. This article considers some of these issues.
6 Important Estate Planning Considerations – Part 5: Retirement Assets
Latest posts by Raymond German, Estate Planning Attorney (see all)
- Selecting an Agent - January 22, 2019
- Estate Planning is About More Than Taxes - January 17, 2019
- Aretha Franklin Died Intestate: What Does It Mean for Her Family? - January 15, 2019
