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 examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more.
Operations Director at Schomer Estate & Wealth Advisors
Cesar Gil has the primary responsibility of ensuring that the business has the best working environment and processes. He manages the implementation of business guidelines and strategies to ensure everything runs smoothly and in accordance with any guidelines. He joined Schomer Estate & Wealth Advisors in 2014 as an Estate Planning Paralegal and Marketing Coordinator and quickly rose to several supervisory and management positions. He joined Schomer Estate & Wealth Advisors with almost a decade of estate planning experience Read More!
Latest posts by Cesar Gil (see all)
- Best of LA 2026: Schomer Estate and Wealth Advisors Named a Top Trusts and Estates Law Firm - June 9, 2026
- The Essential Steps to Prevent Litigation in Estate Planning: A Certified Specialist’s Perspective - June 11, 2025
- Legacy Protection After Memorial Day: A Guide to Estate Planning for Families and Retirees - May 28, 2025
