It may seem like an afterthought, but naming a beneficiary to your retirement account is critical. Here's why.
One of the most basic duties of a trustee is to keep beneficiaries reasonably informed regarding trust administration so they may be able to take steps, if necessary, to protect their interests.
In In re McIntire, trust beneficiaries sued a trustee for multiple allegations of breach of fiduciary duty. No. 07-22-00249-CV, 2023 Tex. App. LEXIS 60 (Tex. App.—Amarillo January 5, 2023, original ...
Naming your trust as the beneficiary of your IRA could have terrible tax consequences. This single fact does not mean you should never name a trust as the beneficiary of your IRA or other retirement ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results