Trusts Attorney in Phoenix, Arizona

What is an individual retirement trust?

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an individual retirement trust is is a

relatively new tool that’s available to

estate planners where instead of having

your IRA money uh left with the

custodian and your beneficiaries left to

decide how to deal with it only uh using

the advice of of a financial advisor an

individual retirement Trust uh make sure

uh that that money is properly allocated

the way that that you intend and it’s a

relatively New Concept uh in

2025 uh because uh it’s it’s the best

way to deal with situations where you

want your surviving spouse to have

access to the uh required minimum

distributions but you want whatever’s

left over to go to your kids and it’s

also a good way to deal with if a

beneficiary is a minor or it’s in your

opinion not able to handle their own

Affairs so we have this whole wrapper

that we can put around uh your IRA so

that it’s a trustee to Ira uh

differently than we thought about it for

the last 30 years it’s really a a great

Tool uh that everybody should be

interested in finding out more if you

fit the profile that I’ve described

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Phoenix, AZ estates & probate attorney Mark Bregman talks about individual retirement trusts.