Trusteed IRAs

IRAs can often end up being a very large portion of your estate that immediately transfers at death to the listed beneficiaries. If you have concerns that transferring a large amount of funds to an heir that is not as responsible as you might have hoped for or if you hope to spread the distributions out over a very long period of time, there are options available to you.

This article addresses one of the vehicles you can use to match your estate in a manner that best fits your legacy. Controlling IRAs from the grave is challenging, but certainly possible using fairly simple or very complex trusts. It is important we work with your attorney or one from our professional alliance to make sure your estate is properly set-up to match your legacy desires.

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