Posts in March, 2017

Mar 28 Should You Name a Revocable Living Trust as a Beneficiary of an IRA?

We recently had some discussions with a Madison family that was trying to make the most of their father's IRA. The family wanted ...

Mar 01 Does A Retirement Plan Pass Through Probate? Part Two

In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme Court held that inherited IRAs are ...