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
Joshua K. Crawford (Josh) is the Managing Partner at Kulas Crawford & Smith, where he helps families navigate Estate Planning and Elder Law with clarity and care. A proud graduate of the Florida State University College of Law, where he finished in the top 8% of his class, Josh has guided thousands of families in protecting what matters most. He’s passionate about making the estate planning process simple, personal, and stress-free for every client... Read More!
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