There’s a growing estate-planning need for a highly complex, tax-sensitive asset most clients have: retirement savings. As we begin 2014, advisors can help clients understand death benefits offered under governing plan documents and help prepare beneficiary forms. They also need to assist with implementing the resulting transfers at death to preserve ongoing tax benefits.    A Pervasive Issue Dependence on tax-favored retirement accounts has become widespread. As of 2007, ...

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