Can IRAs, KEOGH plans, and other tax-deferred investments be transferred into the Trust?
A. IRAs, Keoghs and other tax-deferred investments cannot be transferred into the Trust. However, the Trust can be the beneficiary of those investments. Each case must be discussed with the attorney to determine whether it is better to name the Trust as beneficiary; or the individuals themselves as beneficiaries. WE’VE COVERED THE FACTS! Now here are a number of other benefits of the Living Trust that cannot be measured in dollars. You will have peace of mind knowing: *If you suffer a stroke, Alzheimer’s Disease, or a similarly disabling affliction, someone of your choosing will handle your affairs. * Your affairs and property are protected under a single umbrella plan. * Your loved ones ultimately will benefit from your advance planning: * In saving them the trouble and expense of probate. * In making it easy for them to care for you in the event your health fails. * In considering the feelings of your loved ones in their time of sorrow, your planning will help ease their burden durin
