Trusts & Estates
Getting Hitched Without Hitches: Estate Planning With Retirement Assets for First and Second Marriages
This recording will examine the rules, strategies, opportunities, traps, and solutions that should be considered when married individuals have retirement assets. We will address the most common obstacles that can arise in second marriages, especially when children from a prior marriage are named as beneficiaries of a retirement account, and the different rules that apply to individual retirement accounts compared to 401(k) plans.
This recording is not eligible for CLE.
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