Second Marriages, Trusts and IRAs: Estate Planning Mistakes to Avoid
Second marriages can make estate planning significantly more complicated. Without the right plan, state law may determine who inherits your assets, potentially creating outcomes you never intended for your spouse or children.
Susan Powers and estate planning attorney Todd Lutsky examine how second marriages, trusts, divorce, and retirement accounts can affect an estate plan. They also explain why choosing between a revocable and irrevocable trust depends on your goals and how certain IRA beneficiary strategies may provide additional tax and asset protection opportunities.
They cover:
What can…
The skinny
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