No. If your concern is probate you can make individuals your beneficiary or a Trust. However, the IRA accounts themselves cannot be assigned to a Trust. Likewise, if you take withdrawals from an IRA and are concerned about creditors other than Medicaid then open a separate account for those funds as well as for your Social Security Payments.
If you want to discuss this matter further, please feel free to call me without obligation.
No. If your concern is probate you can make individuals your beneficiary or a Trust. However, the IRA accounts themselves cannot be assigned to a Trust. Likewise, if you take withdrawals from an IRA and are concerned about creditors other than Medicaid then open a separate account for those funds as well as for your Social Security Payments.
If you want to discuss this matter further, please feel free to call me without obligation.
