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Posts tagged "protecting IRA"

Protecting Your Retirement Savings with a Trust: Potential Problems

When considering the creation of a trust for the purpose of protecting retirement savings (IRAs) and passing them down to children and loved ones, there are several things to consider and a few stumbling blocks that can get in the way. Still, with the help of an experienced estate planning attorney, you can do a lot to ensure that an IRA will be around for a long time to come.

Protecting Your Retirement Savings with a Trust: Why You Might

Retirement savings accounts are a common inclusion in comprehensive estate plans, left by parents to their children or from a single adult to a loved one. A problem, or less than ideal situation, that often occurs in situations such as these involves children who are bent on spending that money quickly or carelessly.