Problems with Beneficiary Designations

Q. Last week, you wrote about why inheritance sometimes goes unclaimed, and how it’s a lot less likely when you have a trust in place. I read something about the downsides of beneficiary designations naming individuals and how … [Read more...]

Critter Corner: Benefits of Naming a Trust as an IRA Beneficiary

Dear Hayek, I am reconsidering who I should make the beneficiary for my IRA. I heard that there are some advantages to naming a trust instead of an individual. Is this true, and if so, why? Thanks for your help! Benny … [Read more...]

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