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How to Correctly Name Beneficiaries for Your IRAs

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beneficiaries, IRA, leaving a legacy, Retirement, trusts

You could be unintentionally reducing your family’s wealth potential if you do not properly designate the beneficiaries of your IRAs. Improper estate planning could mean that your IRA assets could pass to the wrong people or entities, so how you execute your beneficiary designations is critically …Read More
What to Do When You Inherit a Retirement Account

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account, beneficiaries, Estate Planning, inherit, IRA, Retirement

As a Family Wealth Lawyer, I'm often asked to help people who inherit a retirement account. The action you need to take with an inherited IRA depends upon your unique situation; the IRS has rules for each and recently announced that they will be cracking down on taxpayers who make mistakes with in…Read More

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