Tips and general information from David C. Streicher, an Oregon attorney with 30 years of experience specializing in estate planning, small business and tax planning who welcomes your comments or questions at firstname.lastname@example.org.
In limited circumstances it is prudent to name a trust as IRA beneficiary. The practice should be used sparingly, however, because it adds a layer of complexity and increases the administrative burden. Continue reading →
IRA beneficiary designations are commonly overlooked, but incredibly important. In general, a will does not affect the destination of IRA monies at death; instead, the beneficiary designation controls. Continue reading →