Retirement Accounts - Estate Planning & Probate Attorneys

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One Mistake Cost His Children $400,000 of an IRA Inheritance

by Leslie Marenco | Aug 11, 2014 | Articles, Estate Planning, IRAs / 401(k), Non-Probate Asset

Before Leonard Smith lost his battle with cancer in 2008, he worked with his financial advisors to make sure his children received the balance of his retirement funds when he died. He had remarried late in life, two months before his death in 2008, in fact. But it was...

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