Beneficiary Designation Issues Notes

Personalized Estate Planning for Special Circumstances

Beneficiary Designation Issues

Estate planning is a very personalized process because of each individual’s unique needs and circumstances. Personal situations may require specialized planning and drafting, and it is important that your estate planning attorney is made aware of these needs and circumstances so that they may be addressed.

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Use Care with IRA Beneficiary Designations

Beneficiary Designation Issues

In the last few years, the IRS has created some “taxpayer-friendly” rules for Individual Retirement Account beneficiary designations. In general, these benefits relate to over what time frame your beneficiary is required to withdraw funds from your IRA and realize taxable income.

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