Beneficiary Designations (Part III & IV)

/ By: Lantz Law, Inc.

Category: General

Part Three Under the SECURE ACT, a beneficiary typically must take all distributions of an inherited tax-qualified account by the end of the year which includes the 10th anniversary of the original owner’s (called “Participant”)...

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Beneficiary Designations (Part I & II)

/ By: Lantz Law, Inc.

Category: General

Part I Clients spend lots of time, money, and energy planning how to best leave their estates to their loved ones. Estate Planning attorneys help them by counseling these clients and preparing various documents to...

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beneficiary

Distributions to Your Beneficiaries

/ By: Lantz Law, Inc.

Category: General

Well, Mom Always Did Like You Better The New York Times posted an article recently titled, “Well, Mom Always Did Like You Better” (Feb. 21, 2021). It is a very interesting commentary recommending, “If you...

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Give the Gift of Peace of Mind

/ By: Lantz Law, Inc.

Category: Estate Planning

We have written on this subject before, but it seems critical at this time of year – when both holidays and bad weather are upon us – to raise again the issue of having proper...

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