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Subject:  Re: Trusts & IRAs Date:  12/18/2012  6:14 AM
Author:  kahunacfa Number:  18144 of 19224 attorney has recommended creating a Trust. Should IRAs be included in the Trust? My husband started RMD in 2012 and I will begin RMD in 2013. Should life insurance policies, HO insurance also be included in a Trust? - mawhinney | Date: 12/14/2012 9:01:07 AM | Number: 18143

The attorney that you retain is the best person to answer those questions for you. Generally, insurance policies are made payable to your designated beneficiary rather than to a Trust; even that statement may not always be true depending on the size of the estate.

Kahuna, CFA
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