Tag Archives: retirement trusts

You are here:

Home
Entries tagged with "retirement trusts"

5 Things You Need to Know About Inherited Retirement Accounts

Estate Planning, FAQ, TaxesNovember 4, 2014

We often get questions about what will happen to a person’s retirement account after they pass. Since one’s retirement account is often one of the largest assets in the estate, passing it to beneficiaries in the most advantageous way possible. Here are five things you need to know about inherited retirement accounts: Will my beneficiaries…

Details

What Do I Do With An Inherited IRA?

Estate PlanningJuly 31, 2013

IRAs are among the largest assets inherited by heirs and beneficiaries. These accounts are able to grow to very large amounts because income taxes are deferred until the owner begins to take distributions, which usually happens after the owner reaches age 70 ½. Those who inherit an IRA must be very careful to follow the…

Details

Dear Abby, Thank you again for your help. I was pleased with your expertise, speed, and professionalism. I certainly will be calling you again if I need any help in the future.

J. G.Client

Abby, Thank you for making our estate planning process so easy. If we had known we could work with a lawyer like you we would have done this a long time ago. I will highly recommend you to anyone looking to create their estate plan with ease.

M. S.Client

Abby, Thank you so much for forming my LLC. You answered all of my questions and made this process easy. I felt very confident having you by my side when I started my business. I will definitely be recommending you to friends and calling you in the future.

L. A.Client

My wife and I were thinking about our family and how we could help our two boys if anything were to happen to us. We found Ms. Neal through a friend of ours and she was kind enough to walk us through the estate planning process and answer our questions with ease. She respected our wishes and valued our input. She made the process a lot easier than we thought. I definitely would recommend her if you are looking for someone to help with your estate planning needs.

K. D.Client

My husband and I hired Abby to prepare our estate plan. She prepared a trust, wills, power of attorneys, and healthcare documents for us. We were so happy we were referred to Abby. She listened to our concerns, made great suggestions, and was an absolute pleasure to work with. Highly recommended.

K. M.Client

Abby is incredibly professional and knowledgable. My experience working with her was by far the best experience I’ve had in working with an attorney. She was patient, articulate, responsive, and was extremely fair and practical with billing. I had an excellent experience working with her and would recommend her enthusiastically to anyone I know.

L. M.Client