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.