Your final wishes can come into conflict with a variety of state and federal laws. In our blog, we explore how current U.S. laws affect the amount of your assets that can be passed on to beneficiaries, and examine how California legislation affects Medi-Cal eligibility, probate, taxation, and other financial considerations.
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Inherited Retirement Accounts: Minimizing Tax ConsequencesThe SECURE Act, which went into effect in 2020, changed how beneficiaries of inherited retirement accounts must withdraw these funds.
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The SECURE ACT Makes Big Changes to Retirement PlansThe SECURE ACT changes the law surrounding retirement plans in several ways that requires reevaluation of estate plans.
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The SECURE Act Brings Huge Changes to IRA PlanningEstate planning attorney Richard Seff of Woodland Hills and Beverly Hills examines the effects of the pending SECURE Act on IRA planning.
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IRAs Require Special Consideration in Estate PlanningAlthough IRAs can be used to provide for heirs, to what extent your heirs will benefit and avoid unnecessary taxes depends on proper planning.
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What to Do With an Inherited IRA -- Woodland Hills & Beverly Hills lawyer explains options.Inheriting an IRA may seem like a good thing, but there can be consequences if you aren't careful. Woodland Hills attorney explains your options.
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Surviving Spouse Inherits IRA - What Next?A spousal IRA heir gets a lot of flexibility in deciding what to do with the account.