Warns Against Taking the IRA in One Lump Sum
The three options they have to take the IRA are lump sum, 5 years, and remainder of life expectancy (but they cannot roll it into their IRA account).
Needing to Include Your Checking Account Into Your Trust
The question I am often asked is do I need to put my checking account into your trust? The determining factor for most people is avoiding probate.
What are the 10 most common mistakes people make with their living trusts in California? What everyone should know that has a trust!
This list includes the top 10 most common mistakes many more can be made when not using the assistance of a qualified attorney to create a living trust.
Naming Your Trust as Beneficiary of Life Insurance Policy
Naming Your Trust as Beneficiary of Life Insurance Policy Can Give You Added Peace Of Mind. Attorney James Roberts uses his own trust as an example.
When Not to Choose a Spouse as an IRA Beneficiary
I mentioned about why you would want to name the spouse as an IRA beneficiary. However, there are times when not to name your spouse is the right choice.