Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best to name a trust for your intended beneficiary. Read this post by my friend and colleague Steve Hartnett, an estate planning expert, to see the protections a trust can offer that a direct designation of the individual would not.
Latest posts by Timothy P. Murphy (see all)
- Income Tax Basis - October 17, 2019
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- Use Trust Protectors for Added Protection and Flexibility - October 13, 2019