Entries by sdexter

,

Should Your Trust Be the Beneficiary of Your IRA or 401(k)?

We see clients whose retirement account beneficiary is their revocable living trust. Sometimes that is exactly what the estate plan requires. Often it isn’t.  Naming your “living” trust as beneficiary seems logical.  The purpose of a living trust is to receive and distribute your assets when you die. Retirement accounts are different. Retirement accounts are governed […]

/by