Estate Planning for Retirement Accounts
Hosted byMarshall W. MeyerPASEF Membership Engagement Committee Chair Peter E. Moshang, EsquireHeckscher, Teillon, Terrill & Sager, P.C. Many individuals have retirement accounts, but this asset represents unique estate planning challenges. This session will provide practical guidance on types of retirement accounts, certain lifetime rules, how to designate beneficiaries and the post-death rules for intended beneficiaries. […]