Retirement assets may be a very large part of a person’s estate at death. It’s important to consider the income tax ramifications of naming a beneficiary, as well as protecting those assets for the beneficiaries. This article considers some of these issues.
Latest posts by Scott Schomer, Estate Planning Attorney (see all)
- Discussing Intestate Succession With Your Los Angeles probate attorney - August 17, 2018
- Estate Planning Advice for LGBT Couples - August 16, 2018
- The Basics of Orange County Medi-Cal Planning - August 15, 2018