Our main office at 370 Main Street, Worcester, MA is temporarily closed due to a recent electrical fire. We are working remotely until power is restored and the building can reopen. If you have questions, you may still call our Worcester office at (508) 792-2800 or contact us via email. Our Westborough, MA office was unaffected by the fire and remains open.

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Trust Administration

IRA Beneficiary as a Trust: Things to Consider

There are reasons you might create a trust to act as your IRA beneficiary. If, for example, you think you might pass away while you have minor children or other dependents who cannot be expected to handle money appropriately, having IRA funds deposited into a trust might be a good idea. But there are some specifics to consider when creating such a legal relationship.

Is a Trust Right for You?

When thinking of a trust, you may imagine the wealthiest of families with trust fund children. The truth, though, is that a trust is a terrific tool for estate planning. Here are some factors to consider to see if a trust will meet your needs.

Awards & Recognition