Trusts are an integral part of estate planning. But they are not always suitable beneficiaries for IRAs. senior couple showing thumb up sign while holding envelope with 'roth ira' lettering and dollar ...

Here’s a question I get at least once a week: “I’m dealing with a trust that holds an inherited IRA. Can the trustee transfer that IRA out to the individual ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

Having a will may not matter to the loved ones listed as beneficiaries unless there is a trust in place, making it easier for ...

Q. I have a traditional IRA. The plan allows me to designate individuals, trusts or my estate as individual, but it does not recognize wills. I am older than the RMD start date. With my will, I want ...

Many estate planners believe that their job is done when the beneficiaries avoid probate and receive their inheritance. However, when beneficiaries receive their inheritance in their name outright, ...

There are a variety of issues estate planning attorneys seek to mitigate when creating an estate plan for their clients. These issues may include unnecessary income and estate taxes, and the need to ...

Among married couples, naming the spouse as the IRA beneficiary is often the default choice. “That’s usually the case,” says Glenn Frank, partner and director of investment tax strategy at Lexington ...

We have all seen others who are financially devastated or harmed by circumstances that are completely outside of their control. For example, a beneficiary’s spouse may take his or her inheritance in a ...