When’s the last time you looked at your 401K or IRA beneficiary designation?

Posted on September 21, 2011 by Steve Masterson

This is a minefield that many folks assume is done correctly.  With volatile asset valuations and and unpredictable tax laws changing the planning landscape for many families, its worth reviewing your estate plans to make sure that ALL of your assets are structured to meet your planning goals.

Family Feuds: The Battles Over Retirement Accounts

About Steve Masterson

Court-appointed Trustee and Personal Representative, providing neutral, third-party, administration of Trusts and Estates; estate planning consultant to families, attorneys, and fiduciaries; and expert witness for trust and estate litigation matters. See my website at www.idahotrustee.com
This entry was posted in Estate Planning, Investments, Uncategorized. Bookmark the permalink.

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