The Trouble With IRA Administration

We frequently hear estate planners complain that IRA administrators will not execute an important part of an estate plan that they established for a client. The problem is most serious if it occurs after the death of the individual retirement account owner, when it is usually too late to take corrective action. Are these isolated cases or is the problem pervasive? If there is a widespread issue, what

We frequently hear estate planners complain that IRA administrators will not execute an important part of an estate plan that they established for a client. The problem is most serious if it occurs after the death of the individual retirement account owner, when it is usually too late to take corrective action. Are these isolated cases or is the problem pervasive? If there is a widespread issue, what can estate planners and IRA administrators do to carry out their mutual client's objectives?<

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