IRA, 401K, OR OTHER QUALIFIED PLAN
Most IRAs and/or 401Ks are unfortunately disbursed in a one-lump-sum-distribution event upon the owner’s decease, which often produces undesirable consequences for family members:
Adverse tax consequences for heirs
Young heirs handling large amounts of money could blow through it all very quickly with negative impact on their health
The risk of creditors and/or spendthrift spouses or x-spouses making a claim on the value
You can maximize and protect your IRA for your beneficiary!
We can reduce your worries with an Inherited IRA Minimum-Distribution Trust Addendum that can stretch the distributions of your qualified accounts to your heirs over their expected lifetimes, and all while allowing tax-sheltered growth and asset protection of those accounts.
Are you ready to provide financial security and asset protection for you and your family?