Gevurtz Menashe

PDX 503.227.1515
WA 360.823.0410

Beneficiary Selection

Estate Planning
Understanding the world of retirement benefits (IRAs, 401ks, pension plans, etc.) is essential to developing a coordinated estate plan. At Gevurtz Menashe, we advise clients on the estate and income tax impacts of beneficiary selection and recommend beneficiary designations that fit within each unique estate plan.  

Talk to an Attorney

Estate planning attorneys in Oregon and Washington

Retirement accounts provide many income tax benefits, but certain rules must be followed (and certain acts must be avoided) to maximize these benefits. Additionally, factors such as the beneficiary’s age play an important role in determining how these accounts will be taxed. 

We can help.

If you have questions or would like to learn more about beneficiary selections for retirement benefits, call our Portland office at 503-227-1515, our Vancouver office at 360-823-0410, or schedule a consultation online.

Call our Portland, OR offices at: 503-227-1515
and our Vancouver, WA office at 360-823-0410
or contact us to request a consultation.