Retirement plans (IRAs and Qualified Plans) often comprise fifty percent or more of family assets in estate planning. Yet most individuals and couples do not understand the unique nature of their retirement plan assets and how they “work” in relation to the mechanics of conventional estate planning that focuses on the orderly disposition of non-retirement assets. Become fully educated about the disposition of your retirement plan assets. Don’t expertly plan for the disposition of your non-retirement assets but leave your retirement plan assets to fend for themselves. They can’t!
- Exceptions to the Early Withdrawal Penalty for IRAs, 401(k)s, and Other Qualified Plans
- Elville and Associates and the Institute on HealthCare Directives Partner to Offer MIDEO® to Firm’s Clients
- MAY 2019 VOLUNTEER OF THE MONTH – OLIVIA HOLCOMBE-VOLKE
- The Ins and Outs of Family Members Being Paid as Caregivers from Special Needs Trust Funds
- Olivia R. Holcombe-Volke Recognized for Pro Bono Estate Planning Work
- Which Estate Planning Process Is Right for You? The Answer Lies Within Your Goals …
- The 2010 Maryland Power of Attorney Act – A Gamechanger
- The Most Important Document in Estate Planning – The Financial Power of Attorney
- The Secure Act and Its Potential Income Tax Effect on Clients’ Estate Planning – Seven Important Opportunities
- The New Elective Share Law, a.k.a. “Augmented Estate Legislation” Has Passed. What Does This Mean to You?