Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best to name a trust for your intended beneficiary. Read on to see the protections a trust can offer that a direct designation of the individual would not.
Naming a Trust as Beneficiary of an IRA
Wilcox Attorneys, PA is a Fayetteville-based law firm dedicated to helping families and businesses across Northwest Arkansas, including Springdale, Rogers, and Bentonville, plan for the future with confidence. Founded by attorney Audra Bailey Wilcox, our mission at Wilcox Attorneys is simple: put your needs first.
We take time to understand your goals and explain your options in plain English. Whether you need a comprehensive estate plan or guidance for your business, we make the process clear and stress-free. You tell us what you want; we create a plan that protects your wishes and your assets.
We take time to understand your goals and explain your options in plain English. Whether you need a comprehensive estate plan or guidance for your business, we make the process clear and stress-free. You tell us what you want; we create a plan that protects your wishes and your assets.
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