Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more.
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on beneficiaries who don’t fall under the standard 10-year payout of the SECURE Act. Read on to learn more.
Top Reasons To Consult an Elder Law Attorney from William T Edwards, Jr. If you have questions related to estate planning; if you are concerned about what you have done in the past, it’s best to see what an elder law attorney can do for you. Learn more about elder law attorney in this presentation.
Top Estate Planning Tips for 2016 from William T Edwards, Jr. Let 2016 be the year that you finally tackle the task of ensuring your estate plan is in place.
Once you have your estate plan updated and all of the new issues properly addressed, you can move forward with the confidence that this new chapter will indeed have a happy ending. Did you know that more than one in three people ages 50 to 64 are divorced, widowed, separated or never married? According to […]
Latest Updates For Florida's Medicaid Program from William T Edwards, Jr. If you or an elderly loved one receive Medicaid in Florida, finding the most current information can be challenging. Learn more about Florida’s medicaid program in this presentation.
One of the most confusing aspects of eldercare law is qualifying for Medicaid coverage. The laws change often and each state has its own guidelines. Make the wrong decision, and you could pay high penalties. The five year look back period is its own animal – complete with penalties for one wrong move. What happens […]
In recent years, we’ve seen a big push towards better consumer protections. Whether it’s the rigid HIPAA law or parts of the ACA that allows patients/consumers to request their doctors to not report diagnoses to insurance companies, you can be sure it has a lot to do with our technological advances. Specifically, it has a […]
While many of us were following the Donald Sterling brouhaha and waiting to see what, if anything, the NBA will be able to legally force him to do, the Glazer family patriarch passed away. For those who don’t know, the Glazer family has owned the Tampa Bay Buccaneers for years. The question is, from a […]