You cannot transfer a tax deferred retirement account to anyone without triggering taxes. However, there are various options regarding changing the beneficiary. This is why it is very important to use an attorney who understands estate and tax law. The consequences to changing the title on assets (or leaving them as they are incorrectly) can be significant. A good estate planning lawyer knows how to maximize these options.
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In Business Since 1997
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Sentiment Analysis
Mr O'Bryan very professional and his staff are very proficient with all the necessary skills and experience.
He developed an estate plan that will help protect and guide our family for years to come.
Personable, excellent listener and explains things in layman's terms.
Very nice and helpful
Never went there.
Lawyer Sean O'Bryan & his Receptionist Karen always good & helpful & knowledgable & They have many years of Experience.
Great lawer who gets the job done will always us him thx
Sean has does excellent work for our family, and always remains incredibly friendly and professional.
It's actually pleasant to meet with him about those pesky " end of life" issues?
Sean O'Bryan is extremely knowledgeable about estate and elder law and is taking good care of my father and his estate/trust.
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