09/02/2026
“The lowest-tax answer isn’t automatically the best answer for your family.”
When I review an IRA beneficiary decision, I’m not looking at a tax bracket in isolation.
I’m looking at the retirement account, the trust, your other assets, the people who will inherit, the protections they may need, and what you want your wealth to make possible.
Your CPA, financial advisor, insurance professional, and estate planning attorney may each see a different part of that picture.
My role as your lawyer is to help connect those parts so they tell the same story.
Because this isn’t only about where your money goes.
It’s about helping the people you love receive it with the structure, guidance, and protection needed to become good stewards of what you built.
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