Attorney, Daniel H. Alexander has over 20 years of experience in Estate Planning, Probate and Business Planning.
Disclaimer: The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only.
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Why leave an IRA to a trust as beneficiary? For control! The beneficiary may be a minor, disabled or unable to handle their financial affairs. A family trust that is a conduit trust will preserve tax benefits and protect the IRA assets for the benefit of your beneficiary. Give us a call to find out more.