Posts Categorized: General

Will My Retirement Accounts Go Through Probate?

/ By: Lantz Law, Inc.

Category: General

They can – unless you designate your beneficiaries properly… Probate is a legal process that provides for a court to review and validate someone’s will. During the probate process, a deceased individual’s assets are first...

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Irrevocable Income Only Trusts (IIOTs)

/ By: Lantz Law, Inc.

Category: General

Anyone who has had a loved one in a nursing home knows how costly nursing home care can be and how quickly assets can be depleted to cover such expense. Eventually, most seniors remaining in...

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Planning for Step Children

/ By: Lantz Law, Inc.

Category: General

If you have married someone and your spouse has children from a different relationship, those are your step-children. Even if you have helped raise the child from a very young age, unless you have adopted...

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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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