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Retirement assets may be a very large part of a person’s estate at death. It’s important to consider the income tax ramifications of naming a beneficiary, as well as protecting those assets for the beneficiaries. This article considers some of these issues.
6 Important Estate Planning Considerations – Part 5: Retirement Assets
Yvonne Novak
Yvonne M. Novak received her Bachelor of Arts Degree from the College of St. Scholastica and her Law Degree (Juris Doctor) With Distinction from the University of North Dakota School of Law. Prior to opening her law firm, she worked as a paralegal, investment representative, and licensed nursing home administrator
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