Insight By NITP, Inc.

Estate Planning & The Secure Act – Feeling Insecure

Insight by NITP, Inc.

January 27, 2020 – Host Bob Leins, CPA® welcomes Marc Levine, Esquire, Handler & Levine, LLC.

During this program, Bob and Marc will talk about the intersection of estate planning and qualified accounts, including the TSP, IRAs, 401ks, etc.

What are the mechanisms to leave assets to your children?

Wills
Trusts
Beneficiary Designations

What is “best” for your child?
How do you know which mechanism...

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Insight by NITP, Inc.

January 27, 2020 – Host Bob Leins, CPA® welcomes Marc Levine, Esquire, Handler & Levine, LLC.

During this program, Bob and Marc will talk about the intersection of estate planning and qualified accounts, including the TSP, IRAs, 401ks, etc.

  • What are the mechanisms to leave assets to your children?
    • Wills
    • Trusts
    • Beneficiary Designations
  • What is “best” for your child?
  • How do you know which mechanism is used for what asset?
  • What does the Secure Act mean for leaving qualified accounts to your children?

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com