Planning for alternative clients
What is the best way to plan for IRA’s, small or large(I know a Trust may be the way to go for a larger one) for a Partner (gay individual). Since in most state they are considered a non-spousal beneficiary.
What is the best way to plan for IRA’s, small or large(I know a Trust may be the way to go for a larger one) for a Partner (gay individual). Since in most state they are considered a non-spousal beneficiary.
Permalink Submitted by [email protected] on Tue, 2007-08-28 19:03
Since for Federal law puposes, they are non-spouses, just naming them as bene would allow a stretch with most custodians/carriers.