Estate Planning & Probate Attorneys
  • Home
  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • Services
    • Wills, Trusts & Estate Planning
    • Probate Administration, Litigation & Guardianships
    • Asset Protection & Wealth Preservation
    • Business Succession Planning
    • International Estate & Tax Planning
    • Estate Tax Planning in 2022
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
  • Careers
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
  • Contact
Select Page

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...

Archives

Tags

Agreements Asset Protection Attorney-client relationship Bankruptcy Case Law Beneficiary designations Business Planning Celebrity Estates corporate transaction Corporate Veil Divorce decree DIY Estate plan Estate Planning Estate planning attorney Estate planning document Estate Planning Documents Estate Tax Ex-spouse Family Family law Family Wealth Health Care Surrogate High Net Worth Incapacity Intellectual Property IRAs IRS Litigation Living Trusts LLC merger Planning for Children Planning Gone Wrong QDOT Retirement Succession Planning SuperCreditor Tax Tax Basis / Cost Basis Tax Liens Trustees Trusts Unlimited Spousal Unlimited Spousal Exemption Will

Copyright © 2016 - 2023 Trust Counsel, PL | Developed by Rizen Inbound