Estate and Elder Law

Recent Posts

IRS Allows Rollover of IRA from Estate to Spouse
Posted on 2 Apr 2012 by Gregory Herman-Giddens

As I tell my clients and audiences during presentations, one should never name one's estate as beneficiary of an IRA or other retirement account. If the estate is the beneficiary, whether from a purposeful designation, failure to name a beneficiary... Read More

  • Blog Post: IRS Allows Rollover of IRA from Estate to Spouse

    As I tell my clients and audiences during presentations, one should never name one's estate as beneficiary of an IRA or other retirement account. If the estate is the beneficiary, whether from a purposeful designation, failure to name a beneficiary, or failure update when a named beneficiary dies...