Spencer Law Firm LLC
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June 2015 Archives

Ten Stupid Things People Do To Mess Up Their IRA'S

1. Not getting professional advice. The complexity of the rules governing IRA distribution and beneficiary designations is incredible. Especially where substantial amounts of money are involved, don't try to "do-it-yourself." Who to name as beneficiary? When to take distributions? How much to take out? Should you use a trust? Is it best to name your spouse? These are complicated issues. Lawyers, accountants, and other financial professionals spend hours learning the complex rules that govern these areas. Don't try this at home.

Trust-Busting: Un-planning Your Estate (Conclusion)

If your spouse or loved one has passed away without updating his or her plan and you find yourself now the trustee or beneficiary of a trust that is not needed, there are ways that you may terminate the trust and end the costs and hassles of trust administration.

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Spencer Law Firm LLC
320 Race Ave
Lancaster, PA 17603

Toll Free: 866-639-5451
Phone: 717-207-7935
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