Estate Planning Considerations in Community Property States Relating to Retirement Accounts
About this episode
This episode explores how community property laws influence retirement account estate planning.
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
Topics covered
- estate planning
- community property
- retirement accounts
- IRAs
- 401(k)s
- beneficiary designations
- spousal rights
Mentioned in this episode
Organizations: The American College of Trust and Estate Counsel, ACTEC
Places: United States
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