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Special Webinar: Should you name a trust as your IRA Beneficiary?


Naming a trust as the beneficiary of your assets offers numerous advantages and can be a prudent estate planning strategy. By designating a trust, you gain greater control over how your assets are distributed after your passing. A trust provides flexibility in specifying detailed instructions for managing and distributing your wealth, ensuring that it aligns with your wishes and protects the interests of your beneficiaries. Moreover, a trust can help minimize estate taxes, protect assets from potential creditors, and avoid the probate process, offering privacy and efficiency in the distribution of your estate. By naming a trust as your beneficiary, you establish a powerful tool to manage and preserve your wealth for the benefit of future generations.

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The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

MJ Byelich & Associates, LLC dba Attleboro Wealth Management is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where MJ Byelich & Associates, LLC dba Attleboro Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MJ Byelich & Associates, LLC dba Attleboro Wealth Management unless a client service agreement is in place.

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