Cummings & Lockwood

10 Strategies for Passing on Retirement Assets When Your Clients Pass On

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November 2016

Author: Douglas H. Olin

In this presentation, Douglas H. Olin, a trusts and estates attorney with Cummings & Lockwood, discusses 10 strategies for managing retirement assets.  Specifically, he discusses beneficiary designations and incorporating them into the estate plan to ensure consistent treatment with other assets, such as retirement plans, insurance, employee benefits, TOD accounts, etc.  (16:48)

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