Our attorneys work with financial planners and clients' advisors to make sure retirement plan benefits conform to clients' overall estate plan.
Our services include:
- Review and updating of retirement plans and beneficiary designations to make sure they conform to the estate plan;
- Discussions concerning available distribution options and tax consequences to beneficiaries;
- Discussions concerning possibility of charitable beneficiaries to reduce income and estate taxes;
- Discussions concerning “stretch" IRAs to defer income taxation and trust arrangements for younger family members.