Retirement Plans2016-12-27T01:05:18+05:00

Estate Planning

Retirement Plans

More and more frequently we are finding that retirement plans (401(k)s and IRAs) comprise a significant portion of our clients’ estates. The income tax benefits afforded by these plans can be wonderful. They do, however, present some new drafting issues and we may recommend that your beneficiary designations be rewritten (sometimes to include trusts) so that your retirement plans will fit into your overall estate plan.

Pembroke by Sarah Knock
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