Knowledge Center

Monday, April 08, 2019

Grant Hendricks Presents "IRAs, Qualified Plans and Life Insurance: Planning for Assets You May Never See" at CBA Headquarters - 4/8/19

4/8/19, 12:15pm-1:30pm
Chicago Bar Association Headquarters
Trust Law Committee

Chicago, Illinois

For many individuals, IRAs, qualified plans and life insurance policies make up a large percentage of their overall net worth. Yet many individuals invest in these assets knowing they may never personally benefit from them during their lifetime. Because of this, much of the value of these assets will pass to other individuals, most often other family members. While simply naming a spouse or a child as the designated beneficiary of your estate may be the easiest and most common option, individuals and their advisors should understand the basics of these assets prior to doing so in order to properly, and tax-effectively, plan for disposition of them during life and at death.

Click here to request a copy of this presentation.

 

NOTICE: Emailing an attorney shall not and does not create an attorney-client relationship between the attorney and users of this web site or any other party whatsoever. An attorney-client relationship is ONLY established through a written engagement, and only where doing so would comply with all applicable laws and ethical rules.

CONFIDENTIAL INFORMATION: Transmission of information on-line, over email, or through any electronic means can be unstable, unreliable and insecure. You should not send information or facts via e-mail relating to your legal problem or question. If you do not have an existing attorney-client relationship, your e-mail may not be privileged or confidential.

By clicking 'OK' below, you are agreeing to the terms of this web site.

Please fill out the form below and we'll send an email out about this page to a recipient of your choice.


Copy: Check here if you would like a copy of the email.