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Estate planning around IRAs requires an estate planning lawyer.

Can I Place My IRA in a Trust?

You cannot put your individual retirement account (IRA) in a trust, while you are living. You can, however, name a trust as the beneficiary of your IRA and dictate how the assets are to be handled after your death.

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Remarriage requires new estate planning documents.

What Should I Keep in Mind, When I Remarry?

When you remarry, you’re not only combining residences with your new spouse, you’re also merging your finances. If you have children, it may involve some financial-related stress. For instance, you might need to factor in child support payments or consider whether your new marriage will impact your children’s inheritance.

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