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Asset Protection Planning

IRA Inheritance Trusts in St. Louis, MO

You want to leave your family with as much money as you can so your children and grandchildren can lead comfortable lives. Trust in The Kaiser Law Firm, P.C. to guide you in establishing IRA inheritance trusts in St. Louis, MO, that extend the timeframe for withdrawing money, allowing more time for that trust to grow.

Our estate planning attorneys specialize in protecting your assets, whether an IRA inheritance trust, business taxes, or starting a new company. We serve clients in St. Louis, St. Charles, Belleville, Collinsville, Manchester, Chesterfield, Clayton, Ladue, Frontenac, and Town & Country, Missouri. Contact us today for a free consultation with an experienced and capable IRA trust attorney.

Consulting - IRA Inheritance Trust

IRA Inheritance Trust: Maximize the Stretch-out Time

Our firm will advise you on how an IRA inheritance trust can increase your finances by allowing you to "stretch" your IRA over future generations. Let us show you the advantages of obtaining a specially designed IRA Inheritance Trust ®. 

The primary advantage is that the money in the trust not only accumulates during your lifetime, but can also be left in the trust to grow after your death. This results in a dramatic increase in the value of this trust over time. We can help you grow that IRA trust by using the recent IRS "stretch-out" rules.

Our estate planning lawyers are extremely knowledgeable about the state and federal tax laws and have extensive experience dealing with IRS procedures. You can rely on us to assist you in all aspects of your individual retirement accounts and to help your beneficiaries get the maximum from their inheritances.

The premise is simple: Instead of taking out all of the money upon the death of the IRA owner, the beneficiaries can stretch out the payments over their lifetimes—a significantly longer time, which results in a far longer period of time for compound, income tax-free growth.

Benefits from Stretch-out Rules with an IRA Trust Attorney

It may be tempting for beneficiaries to withdraw the entire amount from the fund as soon as they can. However, our IRA trust lawyer advises caution for that money can multiply exponentially if left to accumulate over the years.

This does not leave the beneficiaries without an inheritance. Instead, they can make required minimal withdrawals for additional income, without cashing in the money all at once.

In order to use the stretch-out rules to the beneficiary's benefit, he or she must file the proper paperwork with the IRS. Since IRS language and procedures are often difficult to decipher and follow, we recommend that you ask our reputable and reliable IRA trust attorney for a free consultation.

IRA Trust Lawyer Protects Interests of Beneficiaries

You want to make sure your children can benefit as much as possible from the funds you leave behind. An IRA inheritance trust not only protects children, but it can also be advantageous to those who may not be savvy with money. This way, they have guaranteed income. Plus, with the stipulation that they can only make the required minimum distributions, your heirs will also be protected from paying excessive amounts of trust money in taxes.

Contact us today for the help of an IRS trust attorney in receiving the most money you can from an IRA. We provide estate planning
in St. Louis, St. Charles, Belleville, Collinsville, Manchester, Chesterfield, Clayton, Ladue, Frontenac, and Town & Country, Missouri.


The information provided on this site is provided for illustration purposes only and does not represent a proposal or specific recommendation. As a word of caution, the information presented cannot possibly substitute for competent legal advice. Our treatment of the law is general and is not intended as a comprehensive discussion of all relevant issues. The law in each state will vary to some extent, and the applicability of the law will depend upon your individual circumstances.