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Insights, strategies, and updates from the world of Trusts & Estates.

Viewing posts in "Probate".

Do You Know Who Your Beneficiary Is?

If qualified retirement plans and IRAs make up a significant portion of your estate, you should consult with your estate planning attorney to make sure that you are planning for the retirement accounts correctly. Failure to obtain proper advice on designating beneficiaries for retirement assets may result in costly errors, including unnecessary tax.