Categories for Trust Beneficiary

How To Include Your Retirement Accounts In Estate Planning

December 4, 2023

Retirement accounts, such as individual retirement accounts (IRAs) and 401(k) plans, are crucial assets that provide financial security for the future. However, many people overlook the importance of including these accounts in their estate planning. Failing to properly plan for these assets can lead to unintended consequences and missed opportunities. In this blog post, we will discuss the steps you need to take to include your retirement accounts in your estate planning. Understanding the Different Types of Retirement Accounts Before diving into the estate planning aspect, it is essential to understand the different types of retirement accounts available. The most... View Article

What Laws Protect A Trust From A Trustee?

April 25, 2023

What Laws Protect A Trust From A Trustee? As a trust beneficiary, you may feel that you are at the mercy of the trustee. After all, you have no real way to force a trustee to act in your best interest or to stop them from mismanaging the trust funds. However, you may be happy to know that there are certain legal protections that can help prevent a trustee from doing things that are bad for the beneficiaries. Right To Payment The trustee of an irrevocable trust must comply with the terms of the trust document. This means distributing money... View Article

Rubén J. Padrón, PA
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