Tag IRA

Estate Planning, Trusts and Succession Planning

IRA Rollover Into a Trust Can Be a Huge Mistake

The rules for an IRA rollover change on an annual basis. Because an IRA cannot be owned by a trust outright, this post is about identifying a spouse as a beneficiary of an IRA and thinking through who or what…

Jasper Berg, J.D.
July 20, 2017

Estate Planning

Do Surviving Spouses Have a Right to a 401(k) or an IRA?

Do surviving spouses have a right to a 401(k) or an IRA? In Minnesota, the rules for naming a beneficiary will change based on

Jasper Berg, J.D.
January 25, 2012