- What will happen to your business if something happens to you? Do you have a Cross Purchase Buy-Sell Agreement in place? #
Powered by Twitter Tools
Powered by Twitter Tools
Even if you remember to assign your IRA with the correct beneficiary designation, there are many benefits in using a trust to distibute your IRA after death. One such benefit is the ability to provide asset protection to your beneficiaries once they receive the money from the IRA. Recently, the Florida Supreme Court ruled that inherited IRA’s do not have the same asset protection features as self-owned IRA’s do. A trust would supply the asset protection that an inherited IRA currently lacks.
Powered by Twitter Tools
© Wild Felice & Partners, PA - Attorneys at Law