Naming a Trust as a Beneficiary for a Qualified Account: Is it Advisable?| Using a Trust as a Contingent Beneficiary
Should a Trust be named as a beneficiary of a qualified account? Learn about Trust and more in this episode of Berry's Bites. Any account that is created in our office is going to qualify as what's called a designated beneficiary. Watch the full webinar here: Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning , and tax planning from their offices in Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi. Castle Wealth Group helps families with their legal, financial, and tax planning for their retirement and legacy. With the use of legal structures like revocable living trusts, Castle Trusts (asset protection trusts), Chris Berry and Castle Wealth Group can help your family plan, protect, and preserve what is i...