Is it Necessary to Add a Retirement Account to a Living Trust? |
Amity Law Group Amity Law Group
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 Published On Dec 6, 2018

When it comes to retirement accounts and retirement planning, the single most common question our attorneys get is, "Should I put my retirement account into a Living Trust?" On this episode, Jennifer and Cindy share their insights on this matter depending on the type of retirement account you have.

If you have a 401k, IRA, pension plan, or other type of retirement plan, the most important thing you can do is name a beneficiary to receive these funds in case something happens to you.

Amity Law Group, LLP
3733 Rosemead Blvd, Suite 201
Rosemead, CA 91770

511 E 1st St., Suite H
Tustin, CA 92780

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http://www.amity-law.com

Music: Spring by Ikson   / ikson  
Music promoted by Audio Library    • Spring – Ikson (No Copyright Music)  

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