Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on beneficiaries who don’t fall under the standard 10-year payout of the SECURE Act. Read on to learn more.
Elizabeth Neyens currently practices in Woodbury, Minnesota, primarily in the areas of estate planning and, probate, which are two areas that involve family transitions, challenging circumstances, thoughtful decisions, and careful planning.Elizabeth aims to be not only a legal advocate, but also a calming influence.
Latest posts by Elizabeth Neyens (see all)
- The Lessons from Lisa Marie - March 2, 2023
- What Happens When You Don’t Trust Your Trustee – Part I - February 22, 2023
- The Importance of Having an Estate Plan - February 1, 2023
