Thursday Feb 20, 2025

What happens if you transfer your IRA into your trust?

In this episode we discuss what happens if you transfer your IRA into your trust.

If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.

To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/

If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

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