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Reply to "Beneficiaries for IRA: In children's names or in the name of the trust I have set up for them?"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]Why? I got conflicting advice. So I need to ask questions. Don't know what questions to ask until I know what questions to ask. Getting an idea of questions to ask is exactly what you should do in situations like this. Coming here and asking provides that. I encourage you to consider it yourself if you're in a similar situation (financial or not)[/quote] Well, let's see . . . you have an "estate planning attorney" saying to leave it to the trust, and you have a clearly wrong "advisor" at the bank saying that that wouldn't avoid probate. If you're not going to listen to the professional you actually hired and are paying for estate planning and instead crowd source your plannng to a bunch of internet strangers on a website that isn't even meant for New Yorkers, well, ok . . . you do you.[/quote] sorry i seem to have made you angry. next time you can just move on. unless you get something out of it, i guess.[/quote]
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