No. of Recommendations: 0
I don't think the beneficiaries of our estate will care if they get money from an IRA or from a traditional investment account.

We've already told the kids that their paid for college education is their inheritance, but things don't always go as planned, and being as active as we are, who knows how we'll go, or when. So if we pass early, I would really like the kids to have most of their assets in inherited IRAs. They are still in their teens, and I would love them to keep "retirement" funds in place for down the road. There are plenty of other assets to take care of them in the meantime.

Since neither of us trust our siblings to guide our kids, we've tried to pull them in to planning where we can, and will depend on our FP to ease the transition. He was wonderful in helping me deal with Dad's estate and I feel confident he will make the transition easier for the kids when we pass...may it be a very long time in coming. Generation succession is kinda his thing.

needing to trust someone from outside the family here, no matter what
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