Today, Paul and Robert Pautienus explain what a living trust is, how it works, and why it may benefit your estate plan. Listen along to hear what happens when you put an IRA in a trust or will and when it’s a good idea to do so.
Tax Planning Through The Four Phases of Retirement (Part 2)
How much you save for retirement is important, but what’s more important is how much you will get to keep. In a