• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Lovato Law P.C.

Helping Families Protect Their Wealth

ATTEND A FREE WEBINAR
Call Us Today (505) 738-3777
  • Home
  • Our Firm
    • About Our Firm
    • Attorney Profile
  • Estate Planning
    • Asset Protection & Business Planning
    • Estate Planning Services
    • Estate & Gift Taxes
    • Family-Owned Businesses & Farms
    • Incapacity Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • Special Needs Planning
    • Trust Administration & Probate
  • Elder Law
    • Are You A Caregiver?
    • Coping With Alzheimer’s
    • Emergency Medicaid & Nursing Home Planning
    • Guardianship & Conservatorship
    • Hospice Care
    • Veteran’s Benefits
  • Resources
    • DocuBank
    • Estate Planning Resources
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Estate Planning Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate and Legacy Planning Techniques
    • Elder Law Resources
      • Elder Law & Medicaid Definitions
      • Elder Law Reports
    • Frequently Asked Questions
      • Estate Planning FAQs
      • Incapacity Planning FAQs
      • Legacy Wealth Planning FAQs
      • Trust Administration & Probate FAQs
    • LGBTQ Resources
    • Newsletters
    • Special Needs Resources
    • Trust Administration & Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Loss of a Loved One
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Trust Administration & Probate Definitions
    • Pre Consultation Form
  • WEBINAR
  • Reviews
    • Review us
    • Our Reviews
  • Blog
  • Contact Us
  • Show Search
Hide Search
Home / Blog

Blog

ABLE Accounts Complement Special Needs Trusts

Edward Lovato · Jun 29, 2021 ·

ABLE accounts are a nice, flexible way to supplement the usefulness of a Special Needs Trust. But certain limits apply. Read on to learn more.

Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More

Edward Lovato · Jun 1, 2021 ·

The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. Read on to learn more.

Beneficiary Designations and the SECURE Act Basics

Edward Lovato · Mar 1, 2021 ·

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on the basics of the SECURE Act. Read on to learn more.

Beneficiary Designations

Edward Lovato · Mar 1, 2021 ·

Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Read on to learn more.

Beneficiary Designations and the SECURE Act: Prior Designations

Edward Lovato · Mar 1, 2021 ·

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more.

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Go to page 5
  • Go to Next Page »

Primary Sidebar

Plan for Your Future and Protect Your Legacy

WHERE WE ARE

Lovato Law P.C.
661 Quantum Rd. NE, Suite 10
Rio Rancho, NM 87124
Phone: (505) 738-3777

OPENING HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

MAP

map for Lovato Law P.C. office

FOLLOW US

  • Facebook
  • LinkedIn

Lovato Law P.C.

WHERE WE ARE

Lovato Law P.C.
661 Quantum Rd. NE, Suite 10
Rio Rancho, NM 87124
Phone: (505) 738-3777

OPENING HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

MAP

map for Lovato Law P.C. office

  • Facebook
  • LinkedIn

© 2022 · American Academy of Estate Planning Attorneys, Inc. | Disclaimer | Privacy Policy | Sitemap | Contact Us