Naming the Trust as Beneficiary, Creating an IRA Sub-Trust
You May Need To Consider The Benefits of Creating an IRA Sub-Trust if your beneficiaries are not great money managers in order to really benefit them.
Naming the Trust as Beneficiary, Using an IRA Sub-Trust
Most people want the IRA that they left to their children to go on to their grandchildren, rather than to the spouse. An IRA Sub-Trust may be the answer.
Can I have multiple transfer-on-death beneficiaries for my stock or mutual funds?
Obtaining stock or mutual funds often requires an update to your estate plan. You may want to consider naming multiple beneficiaries of these assets.
Should I name my life partner guardian of my minor child?
When creating your estate plan, you will need to appoint a guardian for your minor children. Consider carefully whether your life partner is the ideal choice.
Should I modify my estate plan if I named my children as beneficiaries of my life insurance policy?
If I named my children as beneficiaries of my life insurance policy? Following are three reasons why you should consider updating your estate plan.