Visit McNamee and Company’s estate planning blog to learn about wills, trusts, and other legal strategies to protect your assets and provide peace of mind. Discover how our experienced Northeast Ohio estate planning lawyer can help you create a comprehensive plan that meets your unique needs.
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Make sure you have the correct beneficiary designations on 401(k), IRAs and other retirement plans.Its important to have the correct beneficiaries on your retirement accounts to avoid some costly unexpected consequences
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Understanding the rules with Required Minimum DistributionsWhen you should start taking your required minimum distributions from your retirement plans and how to avoid IRS excise penalties.
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How to Get a Financial Power of Attorney in OhioDo you need to get a financial power of attorney? Our experienced Northeast Ohio estate planning lawyer explains the requirements for a POA in Ohio.
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Get Answers to FAQs About Trust AdministrationGet answers to common questions about trust administration from experienced Northeast Ohio estate planning lawyer Michael McNamee.
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Understanding the Updates of the SECURE Act 2.0Employers, through the SECURE ACT 2.0, are permitted to offer small financial incentives to increase employee participation in a retirement plan.
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How an Ohio Legacy Trust Can Benefit Your Estate PlanAn Ohio legacy trust can be set up to protect your assets from future creditors. Our estate planning lawyer explains the requirements and how it can be used.
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Understanding the SECURE ActOur Ohio estate planning attorney explains the SECURE Act and the impact it had on taxes and retirement planning. Keep reading to learn more about the Act.