Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Read on to learn more.
Jinhee Bae is a partner of Power Law Firm LLP. The firm concentrates exclusively in the area of trusts, estates, and elder law with a specialization in tax saving opportunities for family wealth transfers and asset......
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- Beneficiary Designations and the Secure Act Basics - March 1, 2021
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