IRA Estate Planning Ideas to Discuss with Your Clients

Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients. 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.

Episode metadata supplied by the publisher feed · Published Mar 4, 2025

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IRA Estate Planning Ideas to Discuss with Your Clients

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This episode is 11 minutes long.

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This episode was published on March 4, 2025.

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