Six Biggest IRA Beneficiary Form Mistakes

This book addresses important estate planning ideas for individuals and business owners.  Although it is intended to provide a general introduction to the legal, accounting, tax, financial planning and investment issues that affect your estate plan, you should not rely upon this book as your sole source of information and advice for these important topics.  Changes in the law, or in the interpretation of such laws, occur frequently and such changes made after this manuscript was completed may affect the recommendations made by the authors.  Also, the recommendations made herein are general in nature, and therefore, may not be suitable for every reader.

A reference book like this should never be seen as a substitute for professional assistance.  Legal, accounting, tax, financial planning, investment or other advice should be obtained from a competent professional in that specific profession.  We recommend that for your estate planning needs you consult with one of the Contributing Authors listed after the Introduction.  These attorneys dedicate their legal practices to working with families to design and implement estate plans that meet each family’s individual needs and desires.  Your family’s situation is unique and should receive individual attention.