is your attorney a trust & estates attorney? Is your trust a standard family revocable trust? I only ask as I've read on BH that naming a revocable trust as a beneficiary for an IRA is not optimal. (see post from bsteiner who is an expert.)
viewtopic.php?t=368137
viewtopic.php?t=368137
Statistics: Posted by Big Dog — Fri Feb 02, 2024 10:45 am — Replies 1 — Views 50













