Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best to name a trust for your intended beneficiary. Read on to see the protections a trust can offer that a direct designation of the individual would not.
Attorney Michelle T.L. Hernandez has over 22 years of legal experience and has always focused her legal practice in the area of estate planning. Michelle utilizes her extensive skills to provide her clients with customized estate plans that gives them peace of mind in knowing that they have implemented a plan that will protect their assets while they are alive, transfer their assets in the most effective manner to their loved ones, and is consistent with her clients’ objectives.