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Naming Your Living Tust as Beneficiary
Posted on October 27, 2014

No matter what assets in your estate are, you want to avoid probate and taxes. For many people, a retirement plan is a major asset.  Many couples already list each spouse as a beneficiary of their retirement accounts, but are unsure of how a living trust affects their beneficiary designations.

Here's a couple of things to consider before naming your trust as a beneficiary:

1)   No probate benefits.  Probate is not required on accounts with designated beneficiaries.  These types of accounts "pass" probate.

2)  IRS provisions that give a surviving spouse favorable rights become ineffective once a living trust is named as a beneficiary.

More information on Trust Administration:


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