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Image for ALERT: Should a Trust be the Beneficiary of Your IRA?

Jul 6, 2020

ALERT: Should a Trust be the Beneficiary of Your IRA?

The SECURE Act has eliminated the option of "stretching" distributions of an inherited IRA over the beneficiary's lifetime. If you have named a trust as a beneficiary of your IRA, it may be time to review, rethink, and revise.

Image for Should You Create a Trust?

Sep 8, 2019

Should You Create a Trust?

Many think of trusts as estate planning tools that only apply to high-net-worth individuals, but in reality a trust can be helpful for anyone with estate management and distribution goals. Unsure if a trust would be beneficial in your situation? We’ve outlined the basics of trusts and their benefits for you.

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