You’ve heard it said that the only reason to have a trust is if you don’t trust. To some extent, that can be true. However, as estate laws change and modern families are forced to get with the times, there are other reasons too. Not only will we discuss those reasons, we will test you. There are 15 questions that a trustee of an IRA trust MUST know the answers to. So whether you are the grantor of the trust, or the trustee, answering these questions will get you ahead in your planning.
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