Phone: 805.720.3411                                                                   Email: Info@DeveyLaw.com

The Law Corner BLOG — News, Tips, and Resources


Welcome to The Law Corner – your go-to resource for insights on estate planning, trust administration, probate, and business law. Stay informed with expert tips, legal updates, and practical guidance to help you navigate important decisions with confidence. Whether you're planning for the future or managing legal affairs, The Law Corner is here to provide clarity and valuable resources.

Disclaimer: The information provided on The Law Corner is for general informational purposes only and should not be considered legal advice. Reading this blog does not create an attorney-client relationship with Devey Law, A Professional Law Corporation

Should You Include Your IRA or 401(k) in Your Estate Plan?

Including your IRA or 401(k) in your estate plan isn’t about changing ownership now—it’s about making sure your beneficiary designations align with your overall plan. Without proper coordination, your retirement accounts could trigger unnecessary taxes, delays, or even court involvement. This blog explains when to name individuals, when a trust may make sense, and how to protect your loved ones under the SECURE Act’s 10-year rule.

Read More