Retire Secure!

Episode 76 - Trusts to Protect Your Family with Bruce Steiner, JD

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June 19, 2014 11:00pm

47m

TOPICS COVERED: Introduction to Guest – Bruce Steiner, JD; When Should You Leave Trusts as Beneficiaries of IRAs; Leaving IRAs to Minor Beneficiaries; A Well-Drafted Trust Has Flexibility; Leaving Assets to A Child With Special Needs; Avoiding Probate With Revocable Trusts; Much Lower Estate Exemption in 2013