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 Audit Bankruptcy Case Law Beneficiary Designation Business Planning Business Succession Cases Celebrity Estates Charging Order Conservatorship corporate transaction Corporate Veil DIY Elder Planning Estate Planning Estate Planning Documents Estate Tax Family Wealth Health Care Surrogate High Net Worth Incapacity Intellectual Property IRAs Litigation Living Trusts LLC merger Minor Kids New Business Operating Agreement Planning for Children Planning Gone Wrong Power of Attorney QDOT Retirement Retirement Accounts SuperCreditor Tax Tax Liens Tenants By the Entirety Trademark Trusts Undue Influence Will

Copyright © 2016 - 2022 Trust Counsel, PL | Developed by Rizen Inbound