Can I name my Trust as beneficiary of my life insurance?
As provided above, it is generally not advisable to transfer (re-title in the name of the Trust) life insurance policies to Trust. By doing so, you may subject the proceeds…
Beneficiary
Can I name my Trust as beneficiary of my retirement accounts?
As provided above, it is generally not advisable to transfer (re-title in the name of the Trust) qualified retirement accounts (e.g. 401(k)s, IRAs, Roth IRAs) to Trust. Specifically, titling such accounts in…