On the last episode of The Ask Amity Show, our attorneys discussed what to do with a life insurance policy if you also have a Living Trust. This week, Jennifer, Cindy, and Edmund are back to discuss retirement accounts.

FAQ: “Should I put my retirement account into a Living Trust?”

The answer depends on the type of retirement plan you have. Some examples of retirement plans include the IRA, 401k, or pension plan.

For more information about creating a Living Trust, check out Episode 2 of the Ask Amity Show: When Do I Need a Living Trust?

 

About Our Law Firm

 
 

Amity Law Group, LLP is an award-winning law firm in Rosemead. Our attorneys help families prepare wills, living trusts, and other estate planning strategies to protect their children, home, and money.

Our legal team speaks fluent English, Mandarin, Cantonese, Taiwanese, and Vietnamese.

We provide affordable and quality service with the use of modern technology. Come see why families and businesses trust Amity Law Group.

 
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