Introduction Parents who have an IRA are concerned with the possibility that they will die simultaneously and the IRA will be left to their children. Another issue is that the single parent or the surviving spouse may only have minor children who would … [Read more...] about Designation of a Minor as an IRA Beneficiary
Archives for April 2014
Estate Tax Law
Estate Planning is More Complex if You Live in Oregon and Have a Large Retirement Plan For many people, the largest asset in their estate is their 401K, retirement plan or IRA. With recent changes to Federal Estate Tax Law increasing the exemption in … [Read more...] about Estate Tax Law