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Gray divorces can cause challenging estate planning scenarios.

Why Is Estate Planning more Complicated with a ‘Gray Divorce’?

Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows. According to a recent survey by TD Wealth, up to 40% of financial planners say that rising gray divorce rates are leading to an increase in family strife with estate planning as the top conflict.

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Whether naming your trust as an IRA beneficiary is a good idea requires strategic thinking.

Should You Name a Trust as an IRA Beneficiary?

For obvious reasons, including control, privacy, asset protection, etc., many clients are interested in putting assets into a trust. For many retirees, their IRA is among their biggest assets. It’s only natural to want to put the IRA into a trust.

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Consider a revocable trust as part of your estate plan.

Do You Need a Revocable Trust?

Probate can be a long, arduous, and costly process—especially in states that aren’t considered probate-friendly. Enter a workaround that is being used by an increasing number of people: revocable living trusts.

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