How Does One Trust Become Two or More Trusts?
How Does One Trust Become Two or More Trusts?
Jul 5, 2022
aldavlaw.com
💡 IRA Conduit Sub-Trusts — a critical piece of smart estate planning. If your trust might handle tax-qualified assets (like an IRA, 401(k), or qualified annuity), you don’t want those funds taxed at the higher trust tax rate. 🚫💸 That’s where a conduit sub-trust comes in 👉 it acts like a “pipe,” letting retirement funds flow through to your beneficiaries while keeping taxation at the individual income tax level. ✅ I’m Greg McIntyre, Elder Law Attorney at McIntyre Elder Law. We help families d
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💡 IRA Conduit Sub-Trusts — a critical piece of smart estate planning. If your trust might handle tax-qualified assets (like an IRA, 401(k), or qualified annuity), you don’t want those funds taxed at the higher trust tax rate. 🚫💸 That’s where a conduit sub-trust comes in 👉 it acts like a “pipe,” letting retirement funds flow through to your beneficiaries while keeping taxation at the individual income tax level. ✅ I’m Greg McIntyre, Elder Law Attorney at McIntyre Elder Law. We help families d
74 views8 months ago
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How to Set Up a Trust | U.S. Bank
How to Set Up a Trust | U.S. Bank
Jul 29, 2020
usbank.com
Can a trust safeguard your kids from their own choices? Absolutely! 💡 Set up sub-trusts to protect inheritance from bad decisions, divorces, or lawsuits. Secure their future today! 🛡️✨ Learn more at Yuma Law & take control of your legacy. #EstatePlanning #Trusts | Deason Garner & Hansen Law Firm
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Can a trust safeguard your kids from their own choices? Absolutely! 💡 Set up sub-trusts to protect inheritance from bad decisions, divorces, or lawsuits. Secure their future today! 🛡️✨ Learn more at Yuma Law & take control of your legacy. #EstatePlanning #Trusts | Deason Garner & Hansen Law Firm
17 views2 months ago
FacebookDeason Garner & Hansen Law Firm
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