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Posts tagged "IRA transfer"

Estate planning lessons from a million-dollar mistake

Readers in the Seattle area may take a lesson from an unfortunate tale that left one man's wife grieving while his ex-wife harvested a $1 million windfall. In a case of tragic oversight, the deceased man never followed up to change the beneficiaries of his lush retirement account and life insurance policy. The result of this all-too-common error undoubtedly sabotaged the man's wishes for his second wife and highlights the importance of competent estate planning early in life.

Laws regarding IRA transfers may change for Washington residents

Residents in the Seattle area who are concerned with matters of estate planning may have been following recent news reports regarding inherited individual retirement accounts. Max Baucus, the U.S. Senate Finance Committee Chairman, has proposed tougher requirements on IRA transfers to beneficiaries, although he said he would hold back for now on an effort to change the laws regarding inheritance.

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To speak with an attorney at Gellner Law Group about estate planning, probate, trusts, wills or tax controversy, contact our law office in Kent, Washington, today. You can call 425-336-2908 or send us an email. We provide representation across the entire Seattle-Tacoma metropolitan area.

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