JUST ASK JULIAN – ELDER LAW QUESTIONS ANSWERED
What happens to my IRA when I die?
IRA’s have become the most valuable asset a person has over the past few decades. These are extremely income tax sensitive assets and must be planned for in advance to avoid significant tax traps or loss to unintended heirs or third parties.
Speaker: Certified Elder Law Attorney Julian Gray has worked in the field of elder law for over two decades and brings his experience to the UPMC Cumberland Woods Village every third Thursday of the month at 1:00 pm.