Description
Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.
Many clients believe that executing estate planning documents alone constitutes completing a comprehensive estate plan. While important, estate planning documents alone are but one consideration. Retirement assets generally pass pursuant to the beneficiary designation. This presentation will help attorneys and paralegals understand the importance of beneficiary designations and how to coordinate them with the estate plan to ensure a smooth transition of assets upon the death of a decedent.
Date: 2022-11-18 Start Time: 1:00 PM ET End Time: 2:05 PM ET
Learning Objectives
* You will be able to define an Eligible Designated Beneficiary and understand their importance.
* You will be able to describe the importance of coordinating retirement assets with the estate plan.
* You will be able to discuss the impact that the SECURE Act has had on distributions from an inherited IRA.
* You will be able to explain a Required Minimum Distribution.