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Can I name a trust as the beneficiary of my life insurance policies, annuities, and retirement accounts?

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Can I name a trust as the beneficiary of my life insurance policies, annuities, and retirement accounts?

Question: Can I name a trust as the beneficiary of my life insurance policies, annuities, and retirement accounts?

Answer: Yes you can name a trust as the beneficiary of your life insurance and your retirement plans. The trust is an effective tool in order to provide for the transfer of the property to your heirs on an orderly basis. A trust is also helpful to control when they get the property and under what provisions would distributions be made to your heirs so you can control when and how they get that money in the future.


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