Top positive review
Straight shooting advice on handling IRA, ROTH and 401K accounts when estate planning.
Reviewed in the United States on April 24, 2015
Answered questions I could not find correctly answered by other estate professionals. How best to handle your assets when a lot is in IRA, ROTH, 401K or other retirement plans. The ideal solution for most of us (estate under $5 million) is simple, but there are some twists and turns to be considered to best enhance the outcome for your heirs. Highly recommend.