Do IRAs and other retirement accounts need to be in a living trust to protect them from probate.
Answer
No, so long as they have valid beneficiary designations. They have to stay in the name of the wage earner while s/he lives.
Do IRAs and other retirement accounts need to be in a living trust to protect them from probate.
No, so long as they have valid beneficiary designations. They have to stay in the name of the wage earner while s/he lives.
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