Anyone who has worked with Clarity Legal Group has heard us say that estate planning is just as much about how your organize what you own as what your legal documents say. Beneficiary designations can seem simple when they are not. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. We find ourselves more frequently crafting customized beneficiary designations for retirement accounts, in order to get the plan right. These challenges of understanding what to do can be even more complicated after the SECURE Act. My friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys has posted this blog (and will have more to follow) on the basics of the SECURE Act. Read on to learn more.

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Mark Costley

With more than 30 years’ experience in private practice, Mark Costley has helped hundreds of North Carolinians with estate planning, living trusts, financial law, probate, and trust administration. Mark’s work involves elements of teaching, strategic analysis and planning, documentation, and assisting clients in implementing their plans Read More!

Beneficiary Designations and the SECURE Act Basics

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