IRA Legacy Planning

Incorporating your IRA into your estate plan allows you to leave a financial legacy that reflects your intentions. We’ll guide you through the complexities of IRA inheritance rules, tax implications, and evolving legislation to help ensure your assets are transferred efficiently and in alignment with your long-term goals.

Legacy planning overlaps with tax planning and, for families who give, with charitable gifts. The rules changed for inherited accounts and they catch people out. Ask us where you stand.