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We help lead our clients through the tangled
underbrush of ever-changing rules and regulations
relating to retirement plans, including: beneficiary
designations; minimum distribution rules; income tax
issues; disclaimer planning; life-expectancy rules;
marital matters; and using trusts as beneficiaries of
retirement plans.
Integrated estate, tax and asset protection planning means adopting the most effective retirement plan for your circumstances and goals. NOTE: This information is designed to provide a general overview with regard to the subject matter covered and is not state-specific. The authors, publisher and host are not providing legal, accounting or any other advice which purports to be specific to your situation. The contents of this website are believed to be completely reliable. Nevertheless, some material may be affected by changes in the laws or interpretations of such changes since the material was entered on the website. If legal advice or other expert guidance is required, the services of a competent professional in the field of law, accounting, insurance or investments should be sought. Price
& Farrington, PLLC - Attorneys and Counselors at
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The attorneys at Price & Farrington,
PLLC assist our clients in coordinating their
substantial retirement plan balances with their overall
estate and tax planning goals. The ultimate goal:
effective life and death planning for retirement
benefits.