Should Your Trust Be a Retirement Account Beneficiary? Featuring Claire DeLorenzo
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Should Your Trust Be a Retirement Account Beneficiary? Featuring Claire DeLorenzo
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About this listen
A trust can be a powerful legacy tool- but is it the right beneficiary for your retirement accounts? In this episode of Financial Futures, we break down the pros, cons, and tax implications of listing a trust as a beneficiary, especially in a post–SECURE Act world. George is joined by estate planning attorney and return guest Claire DeLorenzo of Forman Law, who shares insights on when a trust makes sense and when it could create unintended consequences.
Forman Law Group: https://www.ourlegalwebsite.com/
More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html
Resources
🌐 Our website: https://www.measuredwealth.net/
📞 Phone: 603-431-1444
🔎 Explore our range of services: https://www.measuredwealth.net/services
📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact