Your attorney drafts wills, trusts, powers of attorney and healthcare directives. Integra Wealth makes sure your money follows those documents: the right beneficiaries on every account, accounts titled to match your trust, and a transfer plan that accounts for taxes.
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Retirement accounts and life insurance pass by beneficiary designation, not by your will. An outdated form, such as one still naming a former spouse, can override an otherwise careful plan. We review every designation, including contingent beneficiaries.
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A revocable trust only avoids probate for assets actually titled to it. We check which accounts are funded, which pass by designation and which would still go through probate.
Most non-spouse beneficiaries must empty an inherited IRA within 10 years. Who inherits which account, and whether they will need to take withdrawals during their own peak earning years, is part of the plan.
Insurance coordination, titling and trust structures can reduce exposure to lawsuits and creditors. Business owners also need a succession plan that fits the estate plan. Integra Wealth does not provide legal advice. Estate documents should be prepared by a licensed attorney.
