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Brent D. Coldiron

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Home »Posts tagged  IRA

Tag: IRA

ANTENUPTIAL AGREEMENT, PROFIT SHARING PLAN AND IRA ACCOUNT

Posted onJuly 16, 2024July 16, 2024

A decedent and his surviving spouse entered into an antenuptial agreement prior to their marriage in 2015. The antenuptial agreement Read More …

CategoriesANTENUPTIAL AGREEMENTS, Estate PlanningTagsANTENUPTIAL AGREEMENT, ATTORNEY EXPERIENCED PREPARING ANTENUPTIAL AGREEMENTS, EXPERIENCED ESTATE PLANNING ATTORNEY, IRA, PROFIT SHARING PLAN

IRA BENEFICIARY MAILBOX RULE

Posted onJuly 3, 2024

MAILBOX RULE PREVAILS ¶1 Appellees Jean Norris a/k/a Jeannie Norris, Carol Mikles, and Kenneth Hopcus (collectively Cousins) brought this action Read More …

CategoriesEstate Planning, IRATagsChange of Benefiicary, Estate Planning, EXPERIENCED LIVING TRUST ATTORNEY, Experienced Probate Attorney, EXPERIENCED WILL ATTORNEY, IRA, Mailbox Rule

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