THE LAW CORNER BLOG
Your trusted source for clear, practical insights on California estate planning, trust administration, probate, business law, and more!
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.
