3 Tips for Avoiding Disastrous Trust Beneficiaries for IRAs
Dec 15, 2014
/
By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Naming a trust as beneficiary can be compelling for clients who want to control how their heirs use the assets. However, trusts can be limiting—especially as circumstances change. These three tips can help clients determine if a trust is the right solution for their estate-planning needs.