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IRA Trusts

Tuesday, April 24, 2018

What is an IRA Trust?

Individual Retirement Accounts (IRA) are used by many people as part of retirement planning. An IRA allows a person to benefit from tax-deferred retirement savings even when they are not covered under an employer-sponsored retirement plan such as a 401k program. IRAs are also used to transfer retirement plan assets (IRA rollover) if an employee is terminated or leaves the company.

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Thursday, February 15, 2018

Top 5 Characteristics of a Great Trustee or Executor

Congratulations! You are setting up your will or trust to make sure your loved ones get the assets you want to give them one day when you pass on. You put a lot of thought into who will receive which items, but you still have a critical decision ahead. No matter how well thought-out your estate plan is, if you make a poor choice of the person who will administer your estate, your lovely intentions could all be for nothing. To help you in making your selection, talk with an experienced

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Friday, December 8, 2017

Do I Need a Stand Alone Retirement Trust?

A Stand Alone Retirement Trust can be a smart legal estate planning tool for many people and because of the strict legal requirements to create one. As Individual Retirement Accounts have exploded in popularity, especially in recent years, many people are concerned about the best way to handle the money that is remaining in their accounts after they have passed. 

For many, a Stand Alone Retirement Trust can be the best estate-planning tool for this type of situation. By allowing more control over their money and assets as well as favorable tax treatment, these new trusts have become very popular.  This is not a DIY estate-planning tool though, so you should enlist the help of an experienced Stand Alone Retirement Trusts lawyer to assist you in crafting one.

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Wiles Law Firm, LLC helps clients with their estate planning needs in Charleston, South Carolina and the surrounding areas such as West Ashley, Summerville, North Charleston, Mount Pleasant, and John's Island.

Information on this website is not legal advice. Further, viewing of the enclosed information does not create an attorney-client relationship with Wiles Law Firm, LLC. Matters will be handled by attorneys who primarily practice out of our office in Charleston County located at 852 Lowcountry Blvd., Ste. 101, Mt. Pleasant, SC 29464. M. Emerson Wiles, III is the attorney responsible for this advertisement.

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