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, […]
Despite the Lawyers’ Best Efforts Heirs May Contest Estate Plan
NOVEMBER 22, 2010 VOLUME 17 NUMBER 36 Our clients usually have similar goals in their estate planning. They want to take care of their children. They may want to leave something to charity. They usually want to minimize taxes that they, their estate or their beneficiaries might have to pay. And they often tell us […]
