Six Biggest IRA Beneficiary Form Mistakes
Estate planning is not just about wills and trusts. Important pitfalls to avoid with respect to IRA accounts. A comprehensive estate plan should take into account various strategies such as stretching deferred tax period and protecting the beneficiaries from potential creditors.
Estate Planning: It's an Art, Not a Science
There are a myriad of estate planning pitfalls, including the failure to properly assess one's assets. Its important to work with an experienced estate planning attorney and other professional advisors to fully explore one's finances and devise a clear plan that best accomplishes testamentary wishes.