Retirement Accounts Transfer On Death To A Trust

In some cases, the beneficiary designation of a retirement account will list an individual while in other cases it is better to list a trust as the beneficiary. Elliott Stapleton briefly discusses the differences between these two options in this video.

Note, the taxation of retirement accounts is a different tax than the Estate Tax. Here is an article on the Secure Act and how it impacts your Estate Plan.

Feel free to contact Estate Attorney Elliott Stapleton if you have additional questions on your Will or Trust.

Elliott also has videos on the following topics:

To return back to the Estate Planning Summary page, click here.

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