Beneficiary Designation

Our estate planning attorneys know that the key to any effective estate plan is a mindful review of your assets and structuring of your beneficiary designations in a coordinated way with your will, trust agreement and overall estate plan. Properly establishing and filing primary and contingent beneficiary designations of retirement assets is essential to allow your beneficiaries to take full advantage of income tax deferral opportunities. Failing to name a proper beneficiary, however, may cause the estate or beneficiaries of the estate to immediately face income taxation on the retirement plan proceeds and significantly reduce the long-term growth potential of the assets. Our attorneys are experienced at creating effective estate plans and structuring beneficiary designations that work to accomplish our clients’ long-term goals, taking the following into account:

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