Curtis Kaiser, a board certified Estate Planning Attorney with Kaiser Law Group and Nick Strain, a Senior Wealth Advisor with Halbert Hargrove discuss special planning opportunities and pitfalls for various retirement assets. This webinar is especially relevant for families who have a significant portion of their assets in tax-deferred accounts (401k, IRAs, and other retirement accounts)
Takeaways from the Webinar:
- Understand difference between trust assets and retirement accounts for estate planning.
- Retirement accounts that were wonderful for deferring income tax are not ideal assets to transfer to children.
- Trust doesn’t control distribution of retirement accounts. Get those beneficiary designations right!
- Make sure the team is at the table!
- Adjust as needed as circumstances and laws change.