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.
About Gina Leguria
Attorney Leguira's areas of expertise are estate planning and elder law, and she provides comprehensive assistance within these legal specialties. She has the uncanny ability to make clients feel at ease when they are discussing sensitive subjects, and she is a highly effective communicator.