Category: Special needs

When to Name a Trust as your IRA Beneficiary

IRAs are popular choices as a retirement vehicle, today holding over $11 trillion in assets, estimated to comprise more than one-third of all retirement assets. What’s interesting is that naming trusts as IRA beneficiaries has become more common.

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When A Loved One Dies

When  a loved one dies, it can be a bit chaotic. I remember when my parents passed away, they had lived a very long and happy life. 

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