IRA Trust Planningin Rhode Island

Serving Clients in Cranston and Providence, Rhode Island

IRA Trust Planning is an important element of estate planning, especially in light of the CARES and SECURE Acts, that helps our clients the hard work that went into building the IRA accounts. For many, IRA accounts may represent the largest asset of an estate.

By establishing an IRA Trust, these issues can be addressed to (i) make sure that the right people inherit the IRA, at the right time; and (ii) protect the inherited IRA from creditors, divorce, and extra taxes.

Please contact us to discuss the benefits of IRA Trust Planning in greater detail.

How to Get Started

Step 1

Book a Call

If you are committed to solving your planning needs and want to work with our skilled and experienced team, the first step to get started is booking your 15 minute phone call.

Step 2

The Initial Consultation

During the call, we will find out what your planning needs are so we can see if we can help you and will schedule you for an initial consultation with Estate Planning Attorney Nick Lambros.

Step 3

Execute the Plan

At the end of the initial consultation, we will start developing a plan to help you achieve your planning goals and protect what's important.