You've carefully built your retirement savings over decades, but did you know that once inherited, these accounts could be vulnerable to creditors? As an estate lawyer, I've seen too many families surprised when inherited retirement accounts they thought were protected were exposed to legal claims.Read More
You can donate retirement accounts, such as an IRA, by distributing the proceeds to charity. However, the tax benefits for donating this way are minimal. A tax-efficient donation strategy is to contribute your retirement fund directly to a charitable organization as part of your estate plan. Options for Donating an IRA The two primary options...Read More