401(k)

Retirement savings

Ex-Husband Must Return Late Wife’s Retirement Savings

Dividing retirement savings in an Arizona divorce proceeding can result in confusion and inequity. Sometimes the problems don’t appear for years — or even decades. A recent Arizona appellate decision illustrates the importance of paying attention to retirement savings plan details. Sandra Brown’s (brief) marriage In 1992, Sandra S. Brown married John M. Brown. That …

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Estate Planning With Individual Retirement Account Trusts

JULY 18, 2016 VOLUME 23 NUMBER 27 One of the great things about our area of law practice is that the community of practitioners is just that — a community. Take, for instance, our good friend Amos Goodall from State College, Pennsylvania: he’s one of the leading elder law attorneys in the country. Amos is …

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IRA Beneficiary Designation Raises Ambiguity About Intent

JANUARY 6, 2014 VOLUME 21 NUMBER 1 Here’s an estate planning question we get asked a lot: if you have created a revocable living trust and transferred essentially all of your assets to the trust’s name, should you also make the trust beneficiary of your IRA, 401(k) and other retirement accounts? It’s a great question, …

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Planning for Retirement: Does the Three-Legged Stool Work?

DECEMBER 16, 2013 VOLUME 20 NUMBER 47 For decades accountants, financial planners, lawyers and government workers have talked about Social Security and the “three-legged stool.” The metaphor had a simple attraction, especially when Social Security was a young program. The three legs? Social Security, private retirement programs and personal investments. You should have some of …

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This is Huge: Feds Publish New Rules on Gay Marriage

SEPTEMBER 2, 2013 VOLUME 20 NUMBER 33 Just a few weeks ago we wrote about some of the uncertainties facing legally married same-sex couples living in states (like Arizona) that refuse to recognize the validity of their marriages. If a legally-married couple moves to Arizona, we wondered, would their ability to receive some of the …

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We Invite Your Questions, and Answer a Few

MAY 30, 2011 VOLUME 18 NUMBER 19 Periodically we try to answer some of our readers’ frequent questions, which we enjoy receiving. Some more recent questions and our quick attempts at simple answers follow. Remember, please, that slight variations in fact patterns can lead to different answers; these are intended as illustrations and guidance, not …

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