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Roger Billings, Estate Planning Attorney -
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Tag Archives: IRA
Part 2 of How to Fund a Living Trust
Funding a trust with retirement accounts, life insurance policies, securities and mutual funds requires some explanation on how best to deal with these assets. IRAs, 401ks and related retirement accounts have built-in estate planning, because they allow you to designate … Continue reading
Posted in Estate Planning, Living Trusts, Probate, Retirement, Trust Funding
Tagged 401k, Estate Planning, IRA, life insurance, Mutual Funds, Roth IRAs, Stocks, Trust Funding
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