Q: Is it a good idea to leave my retirement benefits in a trust?
A:
Without knowing the reason for the trust an attorney cannot really answer. There are as many kinds of trusts as a lawyer's imagination can draw up! Who will benefit? Is there a desire to control or limit assets after disbursement?
If the concern is granting someone else control in event of the current owner's disability, this could be accomplished either through a revocable living trust OR through a power of attorney.
These kinds of planning questions are best sorted out through a one-on-one conversation with an estate planner.
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